Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Schneider is a financial advisor with Ameriprise Financial Services, LLC, with over 15 years of experience in the financial services industry. Eric is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative. He is also registered to sell securities in several states. Eric provides financial advice to individuals, families, businesses, and trusts. His specializations include asset allocation, financial planning, pension consulting, and portfolio management. Eric earned his Series 63, Series 65, and Series 66 licenses. He also holds his Series 7 and SIE licenses. Eric is committed to providing his clients with personalized financial advice that meets their individual needs and 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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
IL
11/26/2012 - Present
Ameriprise Financial Services, LLC (Barrington IL)
IL
02/18/2008 - 11/28/2012
WADDELL & REED, INC. (SCHAUMBURG IL)
MN
11/19/2003 - 01/15/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/19/2003 - 01/15/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 06/28/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2011
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/25/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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