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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 Schreiner is a financial advisor currently registered with LPL Financial LLC. Eric has over 18 years of experience in the financial services industry, specializing in providing financial planning and investment management services to individuals, families, and businesses. Eric has a strong track record of success in helping clients achieve their financial goals. He is committed to providing personalized service and working closely with his clients to understand their unique needs and objectives. Eric holds Series 7, 63, 65, and 66 licenses and is registered with LPL Financial 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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
07/19/2023 - Present
LPL Financial LLC (TROY MI)
CA
08/15/2014 - 11/12/2020
ASSETMARK BROKERAGE, LLC (CONCORD CA)
VA
12/04/2013 - 08/15/2014
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
IL
04/01/2008 - 11/22/2013
CAPITAL BROKERAGE CORPORATION (CHICAGO IL)
IL
01/07/2005 - 04/01/2008
ASSETMARK CAPITAL CORPORATION (CHICAGO IL)
IL
10/23/2003 - 10/11/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
03/27/2001 - 07/01/2002
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
BOTH
Issued 04/11/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/21/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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