Unclaimed
Eric Krueger is a financial advisor with Stifel, Nicolaus & Company, Inc. Eric Krueger is registered in 39 states and the District of Columbia to provide investment advice and broker-dealer services. Eric Krueger has been active in the financial services industry since 2013. Eric Krueger is also a registered Investment Advisor Representative (IAR) in Texas and California. Eric Krueger provides financial planning, portfolio management, and pension consulting services. Eric Krueger holds Series 66, Series 7, and SIE 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
05/10/2018 - Present
Stifel, Nicolaus & Company, Inc. (SAN FRANCISCO CA)
BOTH
Issued 04/28/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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