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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 Weschke is an investment advisor representative at Coppell Advisory Solutions LLC. Eric has been working in the financial industry since 2000. Eric is registered with the Securities and Exchange Commission as an Investment Advisor Representative in Texas, New York and Louisiana. Eric has passed the Series 63, 65 and 66 exams. Eric has also passed the SIE, Series 7, Series 24 and Series 55 exams. Eric has experience working with high net worth individuals, individuals other than high net worth, and corporations or other businesses. Eric provides investment advice to clients.
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.
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.
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TX
09/08/2022 - Present
Coppell Advisory Solutions LLC (DALLAS TX)
NY
05/16/2011 - 09/30/2022
KALOS CAPITAL, INC. (SETAUKET NY)
CO
03/25/2011 - 05/17/2011
HARRISON DOUGLAS, INC. (AURORA CO)
NY
10/09/2007 - 02/24/2011
ALTERNATIVE WEALTH STRATEGIES, INC. (SETAUKET NY)
VT
12/04/2003 - 12/31/2004
EQUITY SERVICES, INC. (MONTPELIER VT)
TX
05/23/2000 - 09/20/2002
SELF TRADING SECURITIES, INC. (AUSTIN TX)
NY
06/20/1994 - 02/18/2000
TASIN & COMPANY, INC. (HAUPPAUGE NY)
IA
Issued 09/26/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/24/2001
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
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