Unclaimed
Eric Lussen is a financial professional with over 18 years of experience in the industry. Eric is currently registered with Fidelity Distributors Co. LLC as a General Securities Representative and Investment Company Products/Variable Contracts Representative. Eric is also a licensed Principal in the states of Illinois, and many more. Previously, Eric was registered with Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc., all based in Chicago. Eric has earned several industry licenses, including Series 3, 6, 7, 24, 26, and SIE.
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.
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.
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2
IL
11/28/2017 - Present
Fidelity Distributors Co. LLC (CHICAGO IL)
IL
01/01/2008 - 10/19/2017
FIDELITY BROKERAGE SERVICES LLC (CHICAGO IL)
IL
12/03/2004 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (CHICAGO IL)
BC
Issued 12/21/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2011
Series 24 - General Securities Principal Examination
BC
Issued 12/18/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/05/2023
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/02/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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