Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric James Momsen is a financial professional with over 27 years of experience in the financial industry. Eric currently holds a Series 6, 7, and 63 license and is registered with Franklin Distributors, LLC. Eric has also previously been registered with Franklin Templeton Financial Services Corp. and Franklin/Templeton Distributors, Inc. Eric specializes in providing financial advice to individuals and families.
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.
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.
1
2
CA
07/07/2021 - Present
Franklin Distributors, LLC (San Mateo CA)
CA
08/22/2019 - 07/07/2021
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (SAN MATEO CA)
CA
01/04/1995 - 07/07/2021
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BC
Issued 01/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/21/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Eric Momsen is the right advisor for you? Invested Better is here to help.
