Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Nelson is a financial advisor with Charles Schwab & CO., Inc. in WESTLAKE, TX. Eric has been in the financial industry since January 27, 2006. Previously, Eric worked at USAA FINANCIAL ADVISORS, INC., METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Eric has a Series 7 and Series 66 license. Eric Nelson is a Certified Financial Planner.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
05/23/2020 - Present
Charles Schwab & CO., Inc. (WESTLAKE TX)
TX
07/12/2007 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
01/01/2005 - 05/11/2006
METLIFE SECURITIES INC. (SAN ANTONIO TX)
TX
01/01/2005 - 05/11/2006
METROPOLITAN LIFE INSURANCE COMPANY (SAN ANTONIO TX)
BOTH
Issued 05/04/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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