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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 Richard Lessnau is a registered investment advisor representative with Yousif Capital Management, LLC. Eric has been in the financial industry since 2003. Eric is registered with the state of Michigan. Eric has passed the Series 7, Series 66, Series 27 and Series 99TO exams. Eric has experience with clients such as corporations, individuals, and charitable organizations. Yousif Capital Management is an investment advisor registered with the SEC that manages assets for individuals, corporations, and pooled investment vehicles.
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.
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.
A percentage of the total value of assets under management is charged.
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MI
11/23/2021 - Present
Yousif Capital Management, LLC (BLOOMFIELD HILLS MI)
MI
11/18/2003 - 11/02/2021
COMERICA SECURITIES (DETROIT MI)
BOTH
Issued 08/25/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2006
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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