Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Mc lendon is a financial advisor with Ameriprise Financial Services, LLC. Eric has been working in the financial services industry since March 2, 1994. Eric is registered with FINRA, the state of Florida, and Texas. Eric is a principal licensed to supervise other advisors. Eric's specialties include asset allocation, financial planning, and portfolio management. Eric is also a licensed insurance agent.
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.
Asset allocation services
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
FL
02/20/2007 - Present
Ameriprise Financial Services, LLC (Clearwater FL)
MN
08/28/1995 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NE
06/10/1994 - 08/29/1995
SECURITIES AMERICA, INC. (LAVISTA NE)
MA
03/03/1994 - 06/22/1994
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 09/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/08/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/04/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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