Unclaimed
Eric Cunningham is an investment advisor representative with Ameriprise Financial Services, LLC. Eric has been in the financial services industry since 2010. Eric is registered with the state of Missouri and Texas. Eric has also previously held registrations with Edward Jones and Wells Fargo Advisors, LLC. Eric's previous role at Edward Jones began in 2012 and ended in 2024 and his role at Wells Fargo Advisors, LLC began in 2010 and ended in 2012. Eric holds a Series 66, Series 7, and SIE license. Eric has been active in the investment advisory industry for over 13 years.
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.
1
2
MO
03/01/2024 - Present
Ameriprise Financial Services, LLC (Clayton MO)
MO
05/01/2012 - 03/04/2024
EDWARD JONES (ST LOUIS MO)
MO
07/23/2010 - 05/01/2012
WELLS FARGO ADVISORS, LLC (CLAYTON MO)
BOTH
Issued 08/05/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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