Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Heidrich is a financial advisor who has been working in the industry since 2008. Eric is registered with Wells Fargo Advisors Financial Network, LLC and has held previous registrations with WELLS FARGO CLEARING SERVICES, LLC and WELLS FARGO INVESTMENTS, LLC. Eric has passed the Series 63, Series 65, Series 7, Series 9, Series 10 and SIE exams, as well as state exams in Arkansas, California, Colorado, Delaware, Florida, Georgia, Illinois, Indiana, Kansas, Louisiana, Massachusetts, Minnesota, Nevada, New York, North Carolina, South Carolina, Texas, Utah, Virginia, Washington, and Wyoming. Eric specializes in providing investment consulting services to institutional clients, as well as financial planning, pension consulting, and portfolio management for individuals and businesses. Eric is also a 1% owner of Coastline Advisory Group, 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.
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.
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2
TX
06/09/2023 - Present
Wells Fargo Advisors Financial Network, LLC (VICTORIA TX)
TX
01/03/2011 - 06/09/2023
WELLS FARGO CLEARING SERVICES, LLC (VICTORIA TX)
TX
06/26/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (VICTORIA TX)
IA
Issued 11/05/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/03/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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