Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Wasson is a financial advisor with Edelman Financial Engines. Eric is registered with the state of Indiana and Texas. Eric has been in the financial services industry since 1998. Eric has over 20 years of experience in the financial services industry. Eric holds a Series 7, Series 10, Series 9, Series 24, Series 63 and Series 65 license.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
IN
05/03/2024 - Present
Edelman Financial Engines (INDIANAPOLIS IN)
IN
09/05/2012 - 06/06/2013
LPL FINANCIAL LLC (AUBURN IN)
IN
09/24/2004 - 08/07/2012
TD AMERITRADE, INC. (INDIANAPOLIS IN)
IL
07/22/2004 - 09/24/2004
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
NY
04/28/2004 - 07/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MI
04/23/2004 - 04/27/2004
COMERICA SECURITIES (DETROIT MI)
IL
02/20/2003 - 04/06/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
RI
04/02/1998 - 02/24/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 06/07/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2006
Series 24 - General Securities Principal Examination
BC
Issued 06/25/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/25/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/12/2000
Series 4 - Registered Options Principal Examination
BC
Issued 03/31/1998
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Eric Wasson is the right advisor for you? Invested Better is here to help.
