EW
EW

Eric Woidke

25 Years of Experience
Broker

Eric Woidke is a registered investment advisor, based in Mayfield Heights, OH, with 25 years of industry experience.

Location

6060 Parkland Boulevard, Suite 200, Mayfield Heights, OH, 44124

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Eric is a board member of the Community Foundation of Lorain County, a non-profit organization providing donor grants. He dedicates a few hours per week to this volunteer position.

Employment History
Current Registrations
Inverness Securities, LLC
January 2016 - Present · 10 yrs 3 mos
Inverness Securities, LLCBroker
January 2016 - Present · 10 yrs 3 mos
Ancora Advisors LLC
August 2011 - Present · 14 yrs 8 mos
Previous Registrations
Safeguard Securities, INC.Broker
April 2013 - December 2015 · 2 yrs 8 mos
America Northcoast Securities, INC.Broker
September 2005 - June 2017 · 11 yrs 9 mos
Fifth Third Securities, INC.
November 2004 - September 2005 · 10 mos
Fifth Third Securities, INC.Broker
December 2001 - September 2005 · 3 yrs 9 mos
Fifth Third/maxus Securities INCBroker
June 2000 - December 2001 · 1 yr 6 mos
State Registrations1 state
OH
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Eric Woidke - Financial Advisor | TrueAdvisor