Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Westberg is an investment advisor representative associated with Osaic Wealth, Inc. Eric has been working in the securities industry since August 1988. Eric is a licensed securities professional registered in multiple states. In addition to his professional responsibilities, Eric is also involved in other business activities.
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
WA
06/14/2024 - Present
Osaic Wealth, Inc. (SEATTLE WA)
OR
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (PORTLAND OR)
WA
08/25/1988 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
IA
Issued 01/04/1990
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/1995
Series 4 - Registered Options Principal Examination
BC
Issued 09/02/1994
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/25/1989
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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