Unclaimed
Eric Deangelis is a financial advisor with Wells Fargo Advisors Financial Network, LLC and has been in the industry since 1998. Eric is registered to provide investment advice in 41 states and the District of Columbia. Eric has passed the Series 3, 7, 63 and 65 exams. Eric is currently located in LINWOOD, NJ. Previously, Eric was employed by WELLS FARGO CLEARING SERVICES, LLC and PRUDENTIAL SECURITIES INCORPORATED.
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.
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2
NJ
05/17/2024 - Present
Wells Fargo Advisors Financial Network, LLC (LINWOOD NJ)
NJ
07/01/2003 - 05/17/2024
WELLS FARGO CLEARING SERVICES, LLC (LINWOOD NJ)
NY
07/09/1998 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 09/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1999
Series 3 - National Commodity Futures Examination
BC
Issued 07/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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