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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eben? Claim Your ProfileEben Jay Wheeler is a financial professional with over 20 years of experience in the financial services industry. Eben Wheeler is currently registered with Blackrock Investment Management, LLC and has previously held registrations with Columbia Management Distributors, Inc., Putnam Retail Management, Inc., and W. S. Griffith & Co., Inc.. Eben Jay Wheeler is licensed to provide investment advice in 53 states. Eben is also a registered Investment Advisor Representative in New Jersey and North Carolina. Eben Wheeler specializes in portfolio management for individuals, investment companies, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
01/27/2023 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
NC
07/10/2002 - 04/22/2010
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (WAXHAW NC)
MA
06/25/1997 - 10/10/2000
PUTNAM RETAIL MANAGEMENT, INC. (BOSTON MA)
CT
02/06/1997 - 05/16/1997
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
BOTH
Issued 07/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/30/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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