Unclaimed
Eric Silk is a financial advisor with Wells Fargo Advisors Financial Network, LLC in Annapolis, MD. Eric has been in the financial services industry since 1997. Eric has a Series 63, 65, 7, 24, and SIE licenses and holds the Certified Financial Planner designation. Prior to joining Wells Fargo Advisors, Eric was a financial advisor at Legg Mason Wood Walker, Incorporated in Baltimore, MD and Royal Alliance Associates, Inc. in Scottsdale, AZ. Eric has a strong track record of helping individuals, families and businesses achieve their financial goals. He is dedicated to providing personalized financial advice and services.
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.
1
2
MD
09/02/2016 - Present
Wells Fargo Advisors Financial Network, LLC (ANNAPOLIS MD)
MD
05/16/2003 - 01/06/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
AZ
08/26/1997 - 07/02/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BC
Issued 09/19/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/12/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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