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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 Edward Ellis is a financial advisor with Bramble Wealth Planning. Eric has been in the financial services industry since 2007 and holds Series 6, 7, 63, and 65 licenses. He has a strong background in financial planning and portfolio management, and provides services to individuals, high-net-worth individuals, corporations, and businesses. Eric is committed to providing clients with personalized financial advice that helps them achieve their goals.
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.
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.
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2
TN
10/29/2024 - Present
Bramble Wealth Planning (CLARKSVILLE TN)
CO
09/20/2011 - 02/03/2014
TRANSAMERICA CAPITAL, INC. (DENVER CO)
TN
01/04/2011 - 09/06/2011
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
CO
04/12/2007 - 12/16/2009
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
IA
Issued 05/04/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2009
Series 7 - General Securities Representative Examination
BC
Issued 04/11/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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