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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 Ruben Porath is a financial advisor with Osaic Wealth, Inc. located in Scottsdale, Arizona. Eric has been in the industry for over two decades. Eric has a wide range of experience in financial planning and investment management. Eric is licensed in Minnesota and provides financial services to a variety of clients, including individuals, families, corporations and businesses. Eric is also a Registered Principal with Osaic Wealth, Inc. and holds the Series 7, Series 24, Series 52TO and Series 66 licenses.
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.
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2
AZ
01/19/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
03/04/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
MN
05/13/2015 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MN
09/29/2014 - 05/12/2015
CRI SECURITIES, LLC (ST PAUL MN)
MN
09/29/2014 - 05/12/2015
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
MN
02/08/2008 - 09/16/2014
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MN
01/13/2003 - 12/31/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
CT
03/27/2001 - 10/25/2002
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MN
05/16/2000 - 03/02/2001
WORKMAN SECURITIES CORPORATION (EDEN PRAIRIE MN)
BOTH
Issued 05/30/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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