Unclaimed
Eric Donelson is a registered investment advisor who holds Series 3, SIE, and Series 7 securities licenses. Eric has been active in the industry since 2017 and is currently employed at Pimco Investments LLC. Eric is registered to conduct business in 53 states and the District of Columbia.
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
09/12/2017 - Present
Pimco Investments LLC (NEWPORT BEACH CA)
BC
Issued 09/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2018
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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