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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Dean Gillen is a financial advisor with Fidelity Personal and Workplace Advisors. Eric has been working in the financial industry since December 1993. Eric is registered with FINRA as a Registered Representative and has been licensed in several states. Eric also has a Series 65 license, which allows him to provide investment advisory services. Eric's current employment with Fidelity Personal and Workplace Advisors includes both Broker-Dealer and Investment Advisor roles. Eric also has prior experience with Wells Fargo Investments, LLC and Fidelity Brokerage Services LLC. Eric has a strong background in providing financial advice 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.
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.
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
UT
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (RIVERTON UT)
UT
09/19/2002 - 09/18/2006
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
RI
12/06/1993 - 09/04/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 01/25/2011
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/05/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/17/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1994
Series 7 - General Securities Representative Examination
BC
Issued 12/03/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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