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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 Hopler is a financial advisor with Wells Fargo Clearing Services, LLC. Eric has been in the financial services industry for over 20 years. Eric's experience spans a variety of financial products and services, including investment consulting, portfolio management, and financial planning. Eric has a strong track record of success in helping clients achieve their financial goals. Eric is registered to offer securities and advisory services in 17 states and is also a registered principal in New Jersey.
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
NJ
01/06/2014 - Present
Wells Fargo Clearing Services, LLC (MOUNTAIN LAKES NJ)
NJ
09/19/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ROCKAWAY NJ)
NY
10/30/2002 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 11/25/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 10/29/2002
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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