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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 Haubert is a financial advisor with Wells Fargo Advisors Financial Network, LLC, based in BELLEFONTAINE, OH. Eric has been a registered representative since 1994, with a wide range of experience across various financial institutions. Eric specializes in providing a range of services, including portfolio management, financial planning, and investment consulting for both individual and institutional clients. He has also built a successful career, earning multiple registrations across a number of states, in addition to holding several securities licenses.
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
09/09/2016 - Present
Wells Fargo Advisors Financial Network, LLC (BELLEFONTAINE OH)
NJ
01/28/1995 - 04/02/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
08/08/1994 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
BOTH
Issued 01/26/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2002
Series 3 - National Commodity Futures Examination
BC
Issued 03/21/1995
Series 7 - General Securities Representative Examination
BC
Issued 08/05/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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