Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Wojciechowski is a financial professional with over 20 years of experience in the industry. Eric has a strong track record of providing comprehensive financial advice to clients, including retirement planning, investment management, and estate planning. Currently, Eric is a Registered Representative of Charles Schwab & CO., Inc. Eric's career spans several firms including TD Ameritrade, Inc., and Charles Schwab & CO., Inc. Eric holds the Series 7, 63, 24, and 66 licenses, and he is also a registered Investment Advisor Representative in Michigan. Eric is passionate about helping his clients achieve their financial goals. In addition to his financial services, Eric is involved in the community as an owner of Candlewood Lake Properties, LLC.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
MI
04/22/2010 - Present
Charles Schwab & CO., Inc. (Birmingham MI)
NE
07/27/2021 - 12/31/2023
TD AMERITRADE, INC. (OMAHA NE)
TX
08/18/2000 - 12/31/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 05/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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