Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Francis Holsen is a registered representative and investment advisor representative with First Trust Advisors LP. Eric has been in the securities industry for over 10 years. Eric is licensed in Arkansas, Illinois, Oklahoma and Texas. Eric holds the Series 7, Series 66 and SIE licenses and is also registered as an investment advisor representative. Prior to working at First Trust Advisors LP, Eric worked for CETERA ADVISOR NETWORKS LLC.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fixed fees per unit (uits) for portfolio supervisory services
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IL
03/18/2019 - Present
First Trust Advisors LP (WHEATON IL)
WI
09/23/2013 - 08/08/2014
CETERA ADVISOR NETWORKS LLC (MADISON WI)
BOTH
Issued 03/04/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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