Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Azevedo is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Eric is licensed to provide financial advice in several states. Eric has been working in the financial services industry since July 2017. Eric has experience working with individuals, businesses, pension and profit-sharing plans, and charitable organizations. Eric has earned the Series 7, Series 9, Series 10, and Series 66 licenses.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
UT
07/02/2024 - Present
Wells Fargo Advisors Financial Network, LLC (LEHI UT)
UT
02/26/2018 - 07/02/2024
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
UT
07/13/2017 - 02/09/2018
EDWARD JONES (ALPINE UT)
BOTH
Issued 07/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/14/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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