Unclaimed Profile

Eric E Wegener

OPTIMUM FINANCIAL SERVICES, LLC·JACKSON, Mississippi

Clean recordOPTIMUM FINANCIAL SERVICES, LLC

1817 CRANE RIDGE DRIVE, JACKSON, MS 39216-4902CRD# 6501477Firm CRD# 105878

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eric E Wegener · JACKSON, MS

Registration

CRD #6501477 · OPTIMUM FINANCIAL SERVICES, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Eric E Wegener is a registered financial advisor based in JACKSON, Mississippi, affiliated with OPTIMUM FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

OPTIMUM FINANCIAL SERVICES, LLC

AUM

$257M

Regulatory assets under management

Employees

Total firm employees

View all advisors at OPTIMUM FINANCIAL SERVICES, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 6501477

Firm CRD# 105878

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Eric E Wegener offer?

Eric E Wegener specializes in Investment Management, Wealth Management. Contact their office in JACKSON, Mississippi for a consultation.

What are Eric E Wegener's credentials?

Eric E Wegener is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric E Wegener located?

Eric E Wegener is based in JACKSON, Mississippi, working with OPTIMUM FINANCIAL SERVICES, LLC. Their office serves clients in the JACKSON metropolitan area and surrounding communities.

How does Eric E Wegener charge for services?

Eric E Wegener's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OPTIMUM FINANCIAL SERVICES, LLC?

OPTIMUM FINANCIAL SERVICES, LLC has approximately 4 employees and manages $257M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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