Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Bludau is a financial advisor with AE Wealth Management, LLC. Eric is licensed to provide investment advice in Texas. Eric has been in the financial services industry since 2002. Eric has a Series 6, Series 63 and Series 65. Eric also has a SIE designation. Eric is a Managing Partner for TEAM Retirement Solutions LLC. Eric’s background includes experience in the insurance industry as well as ranch management.
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.
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TX
01/25/2024 - Present
AE Wealth Management, LLC (Hallettsville TX)
TX
01/29/2013 - 05/30/2017
INSTITUTIONAL SECURITIES CORPORATION (HALLETSVILLE TX)
TX
08/09/2002 - 07/21/2011
PLANMEMBER SECURITIES CORPORATION (HALLETTSVILLE TX)
IA
Issued 11/29/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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