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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 Cortez is an Investment Advisor Representative for Verus Capital Partners, LLC. Eric is a Registered Investment Advisor with a Series 63 and Series 65 license. Eric has over 20 years of experience in the financial services industry, working previously with firms such as Wells Fargo Advisors Financial Network, LLC and Securities America, Inc. Eric specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses. Eric's areas of expertise include retirement planning, college savings, estate planning, and investment management.
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.
A percentage of the total value of assets under management is charged.
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CA
01/01/2025 - Present
Verus Capital Partners, LLC (HERMOSA BEACH CA)
CA
05/31/2019 - 10/29/2020
SECURITIES AMERICA, INC. (HERMOSA BEACH CA)
NV
01/05/2018 - 06/04/2019
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (HENDERSON NV)
NV
07/01/2003 - 01/05/2018
WELLS FARGO CLEARING SERVICES, LLC (HENDERSON NV)
NY
03/31/2003 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
06/28/1999 - 04/11/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/22/1996 - 06/29/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/19/1995 - 11/05/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CA
11/21/1994 - 01/17/1995
COLUMBUS FINANCIAL, INC. (BEVERLY HILLS CA)
IA
Issued 06/14/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 10/24/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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