Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Borggard is a financial advisor registered with Edward Jones in Great Falls, Montana. Eric has been in the financial services industry since 1991. Eric has a Series 7, Series 63, and Series 65 license and is also a Certified Financial Planner. In addition to Edward Jones, Eric has worked for WELLS FARGO ADVISORS LLC, WELLS FARGO CLEARING SERVICES, LLC, EAGLE MOUNT GREAT FALLS, and MONTANA HIGH SCHOOL ASSOCIATION. Eric is registered to provide financial advice in several states, including Montana, Texas, Alaska, Arizona, California, Colorado, Idaho, Illinois, Iowa, Kentucky, Maryland, Nevada, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Utah, Vermont, Virginia, Washington, and Wisconsin. Eric's firm manages over $824 billion in assets under management.
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.
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.
See schedule d - miscellaneous
1
2
MT
12/04/2018 - Present
Edward Jones (Great Falls MT)
MT
01/01/2008 - 01/17/2017
WELLS FARGO CLEARING SERVICES, LLC (GREAT FALLS MT)
MT
07/08/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GREAT FALLS MT)
MT
11/07/1991 - 06/18/2004
D.A. DAVIDSON & CO. (GREAT FALLS MT)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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