Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Zeitler is a financial advisor with over 20 years of experience in the industry. Eric is currently registered with LPL Financial LLC and holds Series 7, Series 63, Series 26 and SIE licenses. Eric has a strong track record of providing comprehensive financial planning and investment management services to individuals and families. Eric also has experience working with charitable organizations, corporations, and pension plans. Eric provides a range of services, including financial planning, portfolio management, and retirement planning. Eric is committed to providing personalized service and helping clients achieve their financial goals.
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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2
TX
05/11/2023 - Present
LPL Financial LLC (San Antonio TX)
TX
08/29/2013 - 05/11/2023
SIGMA FINANCIAL CORPORATION (SAN ANTONIO TX)
TX
07/01/2009 - 07/01/2013
WFG INVESTMENTS, INC. (SAN ANTONIO TX)
TX
10/13/2008 - 07/01/2009
WUNDERLICH SECURITIES, INC. (SAN ANTONIO TX)
TX
05/15/2008 - 10/10/2008
PURSHE KAPLAN STERLING INVESTMENTS (SAN ANTONIO TX)
CT
08/07/2007 - 03/03/2008
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
TX
01/14/2002 - 08/08/2007
AMERICAN FUNDS DISTRIBUTORS, INC. (SAN ANTONIO TX)
MO
06/20/2000 - 07/02/2001
EDWARD JONES (ST. LOUIS MO)
IA
Issued 08/28/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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