Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Nelson is an investment advisor representative with Osaic Wealth, Inc. He has been in the financial services industry since December 2007. Eric Nelson has a wide range of experience in the financial services industry and is currently registered in 23 states. Eric Nelson is a well-rounded financial professional with a strong understanding of the financial markets and a commitment to providing personalized advice to clients.
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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2
IL
01/19/2024 - Present
Osaic Wealth, Inc. (BURR RIDGE IL)
IL
12/13/2010 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (BURR RIDGE IL)
IL
02/12/2010 - 07/21/2010
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
MA
07/20/2009 - 01/21/2010
METLIFE SECURITIES INC. (SPRINGFIELD MA)
IL
10/15/2007 - 05/15/2009
VALIC FINANCIAL ADVISORS, INC. (PEORIA IL)
IL
04/06/2007 - 09/17/2007
WOODBURY FINANCIAL SERVICES, INC. (OAK BROOK IL)
IA
Issued 08/23/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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