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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 Shepard is a financial advisor with Arvest Wealth Management. Eric has been in the industry since 1999 and has experience providing financial planning and portfolio management services. Eric holds Series 63, 65, 66, 7, and 24 licenses and is registered to offer investment advisory services in Arkansas, Kansas, Massachusetts, Missouri, Oklahoma, and Utah. Eric is currently located in Tulsa, Oklahoma.
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.
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.
1
2
OK
12/20/2017 - Present
Arvest Wealth Management (Tulsa OK)
MN
03/25/2017 - 10/20/2017
MML INVESTORS SERVICES, LLC (ROCHESTER MN)
MN
08/26/2013 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ROCHESTER MN)
MN
08/16/2012 - 01/02/2015
NEW ENGLAND SECURITIES (ROCHESTER MN)
MN
02/10/2005 - 02/28/2012
WADDELL & REED, INC. (ROCHESTER MN)
NY
06/27/2002 - 11/30/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
06/07/2001 - 06/13/2002
NYLIFE SECURITIES INC. (NEW YORK NY)
MN
10/04/1999 - 05/02/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/04/1999 - 05/02/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/07/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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