Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Wiener is a financial professional with a background in securities and investments. Eric has been active in the industry since 2018 and holds multiple licenses and registrations, including the Series 6, Series 26, and Series 63 exams. Eric currently works at W&S Brokerage Services, Inc., a firm headquartered in Cincinnati, Ohio. The firm specializes in providing financial services to individuals, with a focus on portfolio management.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
FL
03/02/2018 - Present
W&S Brokerage Services, Inc. (MIRAMAR FL)
BC
Issued 11/19/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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