Unclaimed
Eric Andresen is an investment advisor representative associated with LPL Financial LLC and Newedge Advisors. Eric has been in the industry since August 2000 and is registered with the Securities and Exchange Commission (SEC) and holds Series 7, 24, 31, 63, and 65 licenses. Eric is registered in several states, including Illinois, Texas, Arizona, Arkansas, California, Colorado, Florida, Georgia, Hawaii, Indiana, Iowa, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Utah, Virginia, Washington, Wisconsin, and Wyoming. Eric has a diverse background, including experience in real estate, tax preparation, and insurance, and is also a partner in Andresen, Mattia, Olesen, & Young, LLC. Eric is dedicated to providing comprehensive financial services and can assist clients with a range of needs, including financial planning, investment management, and insurance.
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.
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.
Consulting and other non-discretionary advisory services
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
IL
02/12/2019 - Present
LPL Financial LLC (ROSELLE IL)
MO
08/08/2000 - 02/02/2005
EDWARD JONES (ST. LOUIS MO)
IA
Issued 05/13/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Eric Andresen is the right advisor for you? Invested Better is here to help.