Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Greenwell is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Eric has been in the industry since September 10, 2003, and is registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative and a General Securities Principal. Eric is also registered as an Investment Advisor Representative in Ohio and Texas.
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
OH
06/15/2018 - Present
Wells Fargo Advisors Financial Network, LLC (CINCINNATI OH)
OH
01/01/2008 - 06/15/2018
WELLS FARGO CLEARING SERVICES, LLC (CINCINNATI OH)
OH
09/11/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CINCINNATI OH)
BOTH
Issued 09/18/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 09/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Eric Greenwell is the right advisor for you? Invested Better is here to help.
