Eric Wagner (CRD# 1839235) is an Investment Advisor Representative working at Osaic Wealth, Inc. in New York, NY and has over 23 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Alliance Associates, Inc. | New York, NY | Nov 2018 - Current | 5 |
| John Hancock Mutual Life Insuranc Company | Tarrytown, NY | Nov 1996 - Nov 2018 | 22 |
| Signator Investors, Inc. | Boston, MA | Nov 1996 - Nov 2018 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2000 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2016 |
- FL
- NJ
- NY
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Total Assets Under Management29,536MILLIONS
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Total Number of Accounts149,233ACCOUNTS
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Average Account Value$197,920
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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