Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Chapell is a financial advisor with over 10 years of experience in the industry. Eric has worked with a number of firms, including Northwestern Mutual Investment Services, LLC, Waddell & Reed, and Wells Fargo Clearing Services, LLC. Eric currently is a registered representative with LPL Financial LLC. Eric is licensed to provide investment advice in Illinois and South Carolina. Eric is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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
SC
07/15/2024 - Present
LPL Financial LLC (FORT MILL SC)
IL
06/15/2022 - 11/06/2023
J.P. MORGAN SECURITIES LLC (Chicago IL)
IL
01/02/2020 - 04/13/2022
WELLS FARGO CLEARING SERVICES, LLC (SCHAUMBURG IL)
IL
03/29/2018 - 12/10/2018
WADDELL & REED (OAK BROOK IL)
IL
02/08/2017 - 03/27/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SCHAUMBURG IL)
IL
06/21/2016 - 11/03/2016
MML INVESTORS SERVICES, LLC (CHICAGO IL)
IA
Issued 06/08/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/25/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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