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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 Lanshe is a financial advisor in Wayne, PA, with over 23 years of experience in the industry. Eric Lanshe has been registered with CMS Wealth Management since January 30, 2014. Eric Lanshe has also worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, PRIMEVEST FINANCIAL SERVICES, INC., WALNUT STREET SECURITIES, INC., ENSEMBLE FINANCIAL SERVICES, INC., F.J. MORRISSEY & CO., INC., and BHC SECURITIES, INC. Eric Lanshe holds a Series 63, Series 65, Series 7, Series 4, Series 55 and Series 57TO license. Eric Lanshe is a Chartered Financial Analyst. Eric Lanshe has been registered with the following state securities authorities: New Jersey, Pennsylvania. Eric Lanshe is also a Senior Portfolio Analyst at Capital Management Services, Inc.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
01/30/2014 - Present
CMS Wealth Management (WAYNE PA)
PA
06/22/2010 - 05/03/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WAYNE PA)
PA
03/27/2008 - 07/08/2008
PRIMEVEST FINANCIAL SERVICES, INC. (LANSDALE PA)
CA
03/16/2006 - 03/18/2008
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
07/06/2005 - 03/15/2006
ENSEMBLE FINANCIAL SERVICES, INC. (PITTSFORD NY)
NY
02/23/2004 - 01/31/2005
ENSEMBLE FINANCIAL SERVICES, INC. (PITTSFORD NY)
PA
01/20/1998 - 02/25/2003
F.J. MORRISSEY & CO., INC. (PHILADELPHIA PA)
PA
02/14/1996 - 05/31/1996
BHC SECURITIES, INC. (PHILADELPHIA PA)
IA
Issued 02/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2006
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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