Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Schmidt is a financial advisor with over 35 years of experience in the industry. Eric is currently registered with Osaic Wealth, Inc. in New York and has been with the firm since January 2025. Prior to that, Eric was with Lincoln Financial Advisors from July 2012 to August 2022 in Jericho, New York and Syosset, New York. Eric is a Series 6, 7, 63, and 65 licensed advisor and is also a licensed insurance agent.
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
NY
01/24/2025 - Present
Osaic Wealth, Inc. (JERICHO NY)
NY
01/15/2002 - 07/26/2012
HORNOR, TOWNSEND & KENT, INC. (EAST ISLIP NY)
DE
10/20/2000 - 01/22/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
09/08/1986 - 10/23/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
09/08/1986 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 01/21/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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