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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 Danner is an investment advisor representative at Fidelity Personal And Workplace Advisors. Eric has been in the financial services industry since January 20, 2000. Eric is registered with the Securities and Exchange Commission and the state of Iowa. Eric is also a registered representative of Fidelity Personal And Workplace Advisors, and is licensed to sell securities in Iowa and Texas. Eric has a Series 7, Series 6, Series 63, and Series 66 licenses, as well as a Series 9 license.
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.
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
IA
07/30/2021 - Present
Fidelity Personal AND Workplace Advisors (WEST DES MOINES IA)
IA
09/18/2019 - 06/07/2021
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (Des Moines IA)
IA
08/03/2016 - 08/27/2019
CHARLES SCHWAB & CO., INC. (Des Moines IA)
IA
09/04/2015 - 07/29/2016
MORGAN STANLEY (DES MOINES IA)
CO
05/10/2006 - 07/14/2015
CHARLES SCHWAB & CO., INC. (LONE TREE CO)
IL
05/09/2005 - 04/07/2006
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
MO
01/08/2001 - 03/18/2005
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
IA
04/22/1999 - 10/18/2000
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 11/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/21/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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