Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric b? Claim Your ProfileEric B. Soiland is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Eric has been in the financial services industry since 1986. Eric is registered with the state of California to provide investment advisory services. Eric holds Series 3, 7, 9, 10, 24, 63 and 65 securities licenses. Eric is also a Certified Financial Planner. Eric has prior experience working with Citigroup Global Markets Inc., DEAN WITTER REYNOLDS INC., GRAYSTONE NASH, INC. and THE STUART-JAMES COMPANY, INC.
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
04/20/2020 - Present
Wells Fargo Advisors Financial Network, LLC (BRENTWOOD CA)
CA
10/26/2007 - 04/17/2020
WELLS FARGO CLEARING SERVICES, LLC (ORINDA CA)
CA
05/21/1998 - 11/08/2007
CITIGROUP GLOBAL MARKETS INC. (WALNUT CREEK CA)
NY
01/31/1989 - 06/05/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
11/04/1987 - 01/02/1989
GRAYSTONE NASH, INC.
NA
11/21/1986 - 11/06/1987
THE STUART-JAMES COMPANY, INC.
IA
Issued 02/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/03/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/06/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1990
Series 3 - National Commodity Futures Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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