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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 Ingerman is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Eric has been in the financial services industry for over 20 years and has experience in providing financial advice to individuals and businesses. Eric holds the Series 7, 55, 63, and 66 securities licenses and is a Certified Financial Planner. Eric previously worked with Wells Fargo Clearing Services, LLC and Cleveland Research Company 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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OH
01/13/2022 - Present
Wells Fargo Advisors Financial Network, LLC (BEACHWOOD OH)
OH
11/12/2014 - 01/13/2022
WELLS FARGO CLEARING SERVICES, LLC (CHAGRIN FALLS OH)
OH
03/29/2007 - 07/16/2014
CLEVELAND RESEARCH COMPANY LLC (CLEVELAND OH)
OH
10/21/2002 - 07/14/2006
FTN MIDWEST SECURITIES CORP. (CLEVELAND OH)
TN
01/02/2001 - 10/21/2002
FIRST TENNESSEE SECURITIES CORP. (MEMPHIS TN)
OH
10/20/1999 - 01/02/2001
MAXUS SECURITIES CORP (CLEVELAND OH)
BOTH
Issued 12/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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