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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 Heckman is a financial advisor with Heckman Financial & Insurance Services, Inc. in San Jose, CA. Eric is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT. Eric has over 30 years of experience in the financial services industry and specializes in providing financial planning and investment management services to individuals and families. Eric also offers insurance services through Heckman Financial & Insurance Services, Inc.
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.
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
01/18/2022 - Present
Heckman Financial & Insurance Services, Inc. (SAN JOSE CA)
CA
09/13/2004 - 04/08/2011
THE O.N. EQUITY SALES COMPANY (SAN JOSE CA)
NY
07/14/1992 - 09/29/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
NJ
04/08/1992 - 04/29/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
04/08/1992 - 04/29/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 04/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2006
Series 24 - General Securities Principal Examination
BC
Issued 12/30/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/06/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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