Eric Beittel (CRD# 4102808) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Harrisburg, PA and has over 24 years of experience in the finance industry. Eric Beittel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3244566
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Silver Oak Securities | Jackson, TN | Mar 2023 - Current | 1 |
| Enders Insurance Associates | Harrisburg, PA | May 2001 - Nov 2023 | 22 |
| Ambassador Advisors, LLC | Lancaster, PA | Aug 2013 - Mar 2023 | 9 |
| American Portfolios Financial Services, Inc. | Holbrook, NY | Aug 2012 - Mar 2023 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2000 |
| S63 | Uniform Securities State Law Examination | Jan 2000 |
- PA
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Total Assets Under Management1,463MILLIONS
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Total Number of Accounts10,311ACCOUNTS
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Average Account Value$141,919
- A percentage of assets under your management
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