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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 William Loughnane is an investment advisor representative currently registered with Insight Advisors, LLC. Eric has been in the industry for over 10 years and is licensed to offer investment advice in Pennsylvania. Eric has held prior positions at Prospera Financial Services, Inc., Purshe Kaplan Sterling Investments, and Edward Jones. Eric is a Series 66, Series 7 and Series 99TO licensed representative. Eric specializes in providing financial planning and portfolio management services to both individuals and high-net-worth individuals. He offers fixed fees, hourly charges and percentage-of-assets-based fees. Eric’s clients include high-net-worth individuals and individuals other than high-net-worth.
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.
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PA
03/11/2022 - Present
Insight Advisors, LLC (NEWTOWN PA)
PA
02/28/2018 - 03/11/2022
PROSPERA FINANCIAL SERVICES, INC. (Newtown PA)
PA
03/18/2016 - 02/28/2018
PURSHE KAPLAN STERLING INVESTMENTS (NEWTOWN PA)
PA
05/15/2013 - 03/21/2016
EDWARD JONES (ALLENTOWN PA)
BOTH
Issued 06/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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