Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Metzger is a financial advisor with Wells Fargo Clearing Services, LLC. Eric has been a registered representative for over 20 years, and holds a Series 7, Series 3, Series 9, Series 10 and Series 66 securities license. Eric's experience includes previous roles with J.P. Morgan Securities LLC, Charles Schwab & Co., Inc., UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Eric focuses on providing financial planning and investment consulting services to both individuals and businesses.
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.
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2
MI
05/15/2019 - Present
Wells Fargo Clearing Services, LLC (BIRMINGHAM MI)
MI
10/25/2012 - 05/21/2019
J.P. MORGAN SECURITIES LLC (ORCHARD LAKE MI)
MI
12/13/2005 - 10/18/2012
CHARLES SCHWAB & CO., INC. (TROY MI)
NJ
12/19/2002 - 12/20/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
06/17/1998 - 10/09/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 07/28/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/02/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2003
Series 3 - National Commodity Futures Examination
BC
Issued 06/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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