Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Alan Borg is a financial advisor with Osaic Wealth, Inc., based in Minnetonka, MN. Eric has over 30 years of experience in the financial services industry. He is a Series 3, 7, 63 and 66 licensed professional. He is a registered representative with FINRA and is registered to conduct business in Minnesota. Previously, Eric has held positions with SIGNATOR INVESTORS, INC., THRIVENT INVESTMENT MANAGEMENT INC., and PIPER JAFFRAY & CO. Eric is committed to providing personalized financial advice and services to help clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
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2
MN
11/02/2018 - Present
Osaic Wealth, Inc. (Minnetonka MN)
MN
10/19/2011 - 11/02/2018
SIGNATOR INVESTORS, INC. (Minnetonka MN)
MN
09/04/2009 - 06/24/2011
THRIVENT INVESTMENT MANAGEMENT INC. (SHAKOPEE MN)
MN
10/22/1987 - 06/07/2005
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
BOTH
Issued 09/11/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/12/1990
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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