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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 Chamberlain is a financial advisor with over 20 years of experience in the financial services industry. Eric has worked with a variety of firms, including TD Ameritrade, Waddell & Reed, Wells Fargo Investments, and Fidelity Brokerage Services. Eric is currently registered as an Investment Advisor Representative with Steelpeak Wealth, LLC in Woodland Hills, CA. Eric is a Series 63 and Series 65 licensed individual and a Series 4 licensed Principal. Eric is dedicated to providing personalized financial advice and guidance to help individuals and families achieve their financial goals.
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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CA
11/10/2021 - Present
Steelpeak Wealth, LLC (WOODLAND HILLS CA)
NE
02/03/2009 - 11/03/2009
TD AMERITRADE, INC. (OMAHA NE)
UT
01/18/2008 - 07/23/2008
WADDELL & REED, INC. (SALT LAKE CITY UT)
CA
08/28/2002 - 11/20/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
RI
03/05/2001 - 11/29/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NY
11/01/2000 - 02/20/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
CA
07/26/1999 - 11/01/2000
MORGAN STANLEY DEAN WITTER ONLINE INC. (SAN FRANCISCO CA)
RI
02/17/1998 - 11/09/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NY
09/19/1995 - 05/14/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/12/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2001
Series 4 - Registered Options Principal Examination
BC
Issued 10/11/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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