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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Halter is an investment advisor representative with Edelman Financial Engines in Chesterfield, MO. Eric has been in the industry since 2003. He is registered to provide investment advisory services in Missouri and Texas. Eric has a Series 7, Series 63, and Series 65 license. He specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Eric has experience working with a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
MO
11/30/2016 - Present
Edelman Financial Engines (Chesterfield MO)
NY
05/09/2005 - 11/29/2005
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
MO
09/23/2003 - 03/04/2005
EDWARD JONES (ST. LOUIS MO)
IA
Issued 03/14/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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