Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Fenton Green is a financial advisor with over 25 years of experience in the industry. Eric is currently registered with Mariner Independent in Spokane, Washington. Eric is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 6, 7 and 63 licenses along with the SIE. Eric's specialties include financial planning, retirement planning, and investment management. Eric has a strong track record of success in helping individuals and families achieve their financial 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
WA
07/06/2016 - Present
Mariner Independent (Spokane WA)
WA
08/04/2005 - 05/05/2014
FSIC (SPOKANE WA)
CA
07/19/2002 - 09/14/2005
HALBERT, HARGROVE & CO. (LONG BEACH CA)
NA
10/06/1987 - 08/24/1990
GNA SECURITIES, INC.
NA
12/26/1986 - 09/09/1987
N.A. SECURITIES CORPORATION
BC
Issued 07/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/18/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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