Eric Joseph Weissman
Professional Summary
Eric Joseph Weissman is a registered financial advisor currently at WILSHIRE PACIFIC CAPITAL ADVISORS, LLC located in Beverly Hills, California. Eric is registered as a RR (Registered Representative) and started their career in finance in 2003. Eric has worked at 3 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 7, Series 24 and Series 14 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
23 years in the financial services industry
Current & Past Employments
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Current Firm
WILSHIRE PACIFIC CAPITAL ADVISORS, LLC
Contact Information
Main Address
8447 Wilshire Blvd., Suite 202, Beverly Hills, CA 90211Mailing Address
8447 Wilshire Blvd., Suite 202, Beverly Hills, CA 90211Phone Number
(310) 526-3323Established
California since 12/31/2013Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (1 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(1/5/2015)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Eric Joseph Weissman's CRS (Customer Relationship Summary).
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