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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Bembry is a financial advisor with over 20 years of experience in the industry. Eric Bembry is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2016. Prior to that, Eric Bembry worked at Citigroup Global Markets Inc. and CitiCorp Investment Services. Eric Bembry holds Series 7, 31, and 63 licenses, as well as the Series 65 and SIE licenses. Eric Bembry has a strong track record of success in helping 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.
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.
1
2
CA
07/09/2021 - Present
Wells Fargo Clearing Services, LLC (BEVERLY HILLS CA)
CA
05/29/2007 - 02/21/2008
CITIGROUP GLOBAL MARKETS INC. (TORRANCE CA)
CA
07/29/1999 - 05/29/2007
CITICORP INVESTMENT SERVICES (TORRANCE CA)
NY
07/06/1998 - 03/09/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 07/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 07/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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