Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Susek is a financial professional with over 16 years of experience in the financial services industry. Eric is currently registered with Oneamerica Securities, Inc. and has been with the firm since October 2015. Prior to joining Oneamerica Securities, Inc. Eric was a financial advisor at BMO HARRIS FINANCIAL ADVISORS, INC. and M&I FINANCIAL ADVISORS, INC. Eric holds the Series 6, 7, 63 and SIE licenses. He is also a registered representative in Wisconsin. Eric specializes in financial planning, portfolio management, and pension consulting. Eric has a proven track record of success in helping 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.
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.
1
2
IN
10/02/2015 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
WI
01/30/2015 - 10/01/2015
BMO INVESTMENT DISTRIBUTORS, LLC (MILWAUKEE, WI)
WI
08/01/2012 - 01/30/2015
BMO HARRIS FINANCIAL ADVISORS, INC. (WAUSAU WI)
WI
01/04/2012 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (WAUSAU WI)
WI
07/07/2006 - 07/14/2011
M&I FINANCIAL ADVISORS, INC (WAUSAU WI)
NY
06/19/1996 - 11/11/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 04/19/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/18/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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