Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Geary is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Eric has been in the financial services industry since 1995. Eric is registered with the state of Pennsylvania as an investment advisor representative. Previously, Eric was employed with LPL FINANCIAL LLC, BANC ONE SECURITIES CORPORATION, A. G. EDWARDS & SONS, INC., FINANCIAL INVESTMENT ANALYSTS, INC., and L.C. WEGARD & CO., INC.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
11/16/2016 - Present
Wells Fargo Advisors Financial Network, LLC (CRANBERRY TOWNSHIP PA)
PA
07/10/1998 - 10/14/2011
LPL FINANCIAL LLC (MONROEVILLE PA)
IL
12/05/1997 - 04/04/1998
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MO
01/22/1996 - 06/27/1997
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
PA
09/19/1994 - 02/06/1996
FINANCIAL INVESTMENT ANALYSTS, INC. (PITTSBURGH PA)
NY
07/28/1994 - 08/16/1994
L.C. WEGARD & CO., INC. (NEW YORK NY)
BC
Issued 08/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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