Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Baumert is an investment advisor representative who has been in the financial services industry since 2008. Eric is currently registered with Pruco Securities, LLC and has previous experience with Mutual of Omaha Investor Services, Inc. Eric holds Series 6, 63, 65, and 26 licenses. Eric specializes in providing financial services to individuals, corporations, and high net worth individuals. Eric's primary areas of expertise include investment management, financial planning, and retirement planning.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from lpl enterprise, llc
1
2
NE
02/08/2023 - Present
Pruco Securities, LLC (Omaha NE)
NE
06/30/2008 - 01/30/2023
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (LINCOLN NE)
IA
Issued 09/23/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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