Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Tropea is a financial professional with over nine years of experience in the financial services industry. Eric is currently registered with Thrivent Investment Management Inc. in Minneapolis, Minnesota and Philadelphia, Pennsylvania. Previously, Eric was registered with Lincoln Financial Advisors Corporation and Lincoln Financial Securities Corporation in Philadelphia, Pennsylvania, and Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pennington, New Jersey. Eric holds the Series 4, 7, 9, 10, 24, 52, 53, and 66 licenses. Eric specializes in portfolio management for individuals and financial planning.
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.
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
MN
03/22/2023 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
PA
07/26/2017 - 03/21/2023
LINCOLN FINANCIAL ADVISORS CORPORATION (PHILADELPHIA PA)
PA
07/26/2017 - 03/21/2023
LINCOLN FINANCIAL SECURITIES CORPORATION (PHILADELPHIA PA)
NJ
08/01/2014 - 07/25/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 09/16/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/11/2017
Series 4 - Registered Options Principal Examination
BC
Issued 05/20/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/11/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/12/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2017
Series 52 - Municipal Securities Representative Examination
BC
Issued 08/01/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Eric Tropea is the right advisor for you? Invested Better is here to help.
