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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Todd Weinsier is a financial advisor with over 28 years of experience in the financial services industry. Currently, Eric is registered with Truist Advisory Services, INC. where he has been since 2016. Eric's prior experience includes roles with BANC OF AMERICA INVESTMENT SERVICES, INC., WM FINANCIAL SERVICES, INC., GREAT WESTERN FINANCIAL SECURITIES CORPORATION, and PRUCO SECURITIES CORPORATION. Eric holds FINRA Series 6, 7, 26 and 63 licenses, as well as a Series 65 license and the SIE exam. Eric specializes in providing financial and investment advice to a variety of clients including individuals, businesses, and charitable organizations. Eric's primary practice is located in WILTON MANORS, FL. Eric is registered to provide investment advisory services in 32 states.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
08/13/2019 - Present
Truist Advisory Services, Inc. (WILTON MANORS FL)
MA
04/04/2001 - 02/19/2003
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
05/01/1998 - 04/02/2001
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
12/04/1996 - 05/01/1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NJ
03/23/1993 - 10/18/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 1/17/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/10/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/11/1997
Series 7 - General Securities Representative Examination
BC
Issued 3/19/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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