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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 Wasserman is a financial advisor with over 25 years of experience in the financial services industry. Eric is a registered representative of LPL Financial LLC and has been serving clients in Mammoth Lakes, CA since 2014. Eric previously worked for WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, EDWARD JONES, and other firms. Eric has experience providing financial planning, investment management, and other advisory services to individuals, families, and businesses.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
09/21/2022 - Present
LPL Financial LLC (MAMMOTH LAKES CA)
CA
08/29/2014 - 09/27/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MAMMOTH LAKES CA)
CA
10/08/2003 - 09/02/2014
EDWARD JONES (MAMMOTH LAKES CA)
NJ
06/07/2001 - 02/06/2002
THE CONCORD EQUITY GROUP, LLC (ISELIN NJ)
NJ
05/07/1998 - 06/05/2001
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
MI
12/12/1994 - 04/17/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 02/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2015
Series 24 - General Securities Principal Examination
BC
Issued 03/24/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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