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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 Wurtel is an investment advisor representative at Cetera Investment Advisers LLC in Kildeer, IL. Eric has been in the financial industry since 1996. Eric is a registered investment advisor in Illinois and Texas and holds the following licenses: Series 63, Series 65, Series 7, and SIE. Eric is affiliated with Cetera Investment Advisers LLC, which is a registered investment advisor with the SEC. Cetera Investment Advisers LLC provides financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisers. Cetera Investment Advisers LLC has approximately $104 billion in assets under management.
KILDEER, IL
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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IL
06/18/2010 - Present
Cetera Investment Advisers LLC (KILDEER IL)
CT
11/27/1996 - 09/13/2004
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
IA
Issued 8/1/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/6/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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