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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 Preston Martin is a financial advisor in Pleasanton, California. Eric has been working in the financial services industry since August 20, 1984. Eric Martin is a registered representative with Commonwealth Financial Network, a Registered Investment Advisor. Eric Martin is also a Certified Financial Planner. Eric Martin has a variety of experience in financial planning, portfolio management, and insurance. Eric Martin is dedicated to providing his clients with the best possible financial advice and service.
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.
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.
1
2
CA
08/15/2008 - Present
Commonwealth Financial Network (PLEASANTON CA)
CA
10/28/1988 - 09/05/2008
WALNUT STREET SECURITIES, INC. (PLEASANTON CA)
CA
04/01/1988 - 11/01/1988
CHRISTOPHER WEIL & COMPANY, INC (GLENDALE CA)
NA
08/21/1984 - 04/04/1988
JUDY & ROBINSON SECURITIES, INC
IA
Issued 10/31/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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