Unclaimed
Eric Kajer is a financial advisor with over 25 years of experience in the financial services industry. Eric is a CERTIFIED FINANCIAL PLANNER™ professional and has a deep understanding of investment strategies and financial planning. Eric is currently registered with Osaic Wealth, Inc. as a registered representative and investment advisor representative. Eric provides financial planning, portfolio management, and other advisory services to individual and institutional clients. Eric has a strong commitment to providing clients with personalized financial advice that meets their unique needs and 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.
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
MN
12/15/2023 - Present
Osaic Wealth, Inc. (NEW BRIGHTON MN)
MN
07/29/1998 - 05/06/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/29/1998 - 05/06/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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