ADVISOR BIO

Eric Cooper is a registered representative with Edward Jones. Eric has been in the financial services industry since January 2024. Eric is licensed to conduct business in California and has a Series 7TO, Series 66 and SIE. Eric's professional background includes experience in the health care, staffing and restaurant industries.

SPECIALIZATIONS

ADVISOR BIO

Eric Jose Marruffo is a financial professional with over 17 years of experience in the industry. He is currently registered with Wells Fargo Clearing Services, LLC and has previously worked with firms such as Merrill Lynch, E*TRADE Securities LLC, and UBS Financial Services Inc. Eric Jose Marruffo has a strong background in financial planning, investment management, and portfolio management. His experience spans various client types, including high-net-worth individuals, corporations, and charitable organizations. Eric Jose Marruffo holds several licenses, including the Series 7, Series 63, and Series 66. He is dedicated to providing personalized financial solutions tailored to meet individual client needs.

SPECIALIZATIONS

ADVISOR BIO

Eric Raymond Newman has been in the financial services industry since 1996. Eric is currently registered with LPL Financial LLC in SAN DIEGO, CA. Previously Eric was registered with KESTRA INVESTMENT SERVICES, LLC in Chicago, IL, M HOLDINGS SECURITIES, INC. in DEERFIELD, IL, WALNUT STREET SECURITIES, INC. in EL SEGUNDO, CA and LIFEMARK SECURITIES CORP. in ROCHESTER, NY. Eric is a Series 6, Series 63 and SIE licensed professional.

SPECIALIZATIONS

ADVISOR BIO

Eric Michael Staniek is a financial advisor with Oppenheimer & Co. Inc., an independent broker-dealer and investment advisor. Prior to joining Oppenheimer, Eric was with UBS Financial Services Inc. Eric is licensed in California and New York, holds the Series 63, Series 52TO, and SIE licenses, and has been in the industry since May 2023. Eric specializes in providing investment advice and portfolio management services to a wide range of clients, including individuals, families, and businesses.

SPECIALIZATIONS

ADVISOR BIO

Eric Jonathan Le Towt is an active investment advisor representative registered with Morgan Stanley. Eric is a veteran in the financial services industry, having been in the field since 1993. Throughout Eric's career, Eric has held positions at a number of prominent firms including Wells Fargo Clearing Services, LLC, Wells Fargo Investments, LLC, UBS Financial Services Inc., Interactive Brokers LLC, W.J. Gallagher & Company, Inc., and Reynolds Kendrick Stratton, Inc.. Eric holds several industry designations, including the prestigious Chartered Financial Analyst (CFA) designation. Eric is also a registered representative with the Financial Industry Regulatory Authority (FINRA) and is licensed in multiple states. Eric's current practice is focused on providing a wide range of financial services to individuals and institutions.

SPECIALIZATIONS

ADVISOR BIO

Eric Stever is a financial advisor registered with LPL Financial LLC in Woodland Hills, California. Eric has been working in the financial services industry since July 1994. Prior to joining LPL Financial LLC, Eric worked at CUSO Financial Services, L.P. in Van Nuys, California and Essex National Securities, Inc. in Napa, California. Eric specializes in providing financial planning, pension consulting, and other non-discretionary advisory services to individuals, businesses, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Eric Hager is a financial advisor with over 23 years of experience in the financial services industry. Eric has a strong background in portfolio management and has worked for several prominent firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, First Republic Securities Company, LLC and Robertson Stephens, Inc. Currently, Eric is registered with RBC Capital Markets, LLC and provides financial planning, portfolio management, and other investment advisory services to individuals, families, and institutions. Eric has a wide range of specializations, including retirement planning, college savings, and estate planning. Eric holds a Chartered Financial Analyst designation.

SPECIALIZATIONS

ADVISOR BIO

Eric Yeager is a financial advisor with over 20 years of experience. Eric is currently registered as an Investment Advisor Representative with Gradient Capital Advisors, LLC and is also a Certified Financial Planner. Eric has a strong background in financial planning, portfolio management for businesses and individuals and pension consulting. Eric was previously registered with Ameriprise Financial Services, Inc. and IDS Life Insurance Company.

SPECIALIZATIONS

ADVISOR BIO

Eric G.v.r. Finke is an Investment Advisor Representative with Sovran Advisors, LLC. Eric has been in the industry since October 2003 and holds Series 6, 7, 63, and 65 licenses. Eric has experience working with several other firms including MML Investors Services, LLC and MSI Financial Services, Inc. Eric specializes in providing financial planning and asset management services for individuals, businesses, charitable organizations, and pension and profit-sharing plans. Eric is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Eric Steven Brelsford is an investment advisor representative at AE Wealth Management, LLC. Eric is a Registered Representative and Investment Advisor Representative with over 10 years of experience in the industry. Eric Steven Brelsford is also a licensed insurance agent. Eric Steven Brelsford has a strong background in financial planning, investment management, and insurance.

SPECIALIZATIONS