Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Kuehl is an investment advisor representative at Cerity Partners LLC, where he has been employed since September 2021. Eric has over 26 years of experience in the financial services industry, previously holding positions at LPL Financial LLC, Wachovia Securities, LLC, and Prudential Securities Incorporated. Eric holds the Series 3, 7, 9, 10, 63 and 65 securities licenses. Eric specializes in providing investment advice and financial planning services to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Eric's client experience includes providing services for investment companies, pooled investment vehicles and pension plans.
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.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
09/30/2021 - Present
Cerity Partners LLC (CHICAGO IL)
IL
01/13/2006 - 07/09/2014
LPL FINANCIAL LLC (DOWNERS GROVE IL)
IL
07/01/2003 - 01/24/2006
WACHOVIA SECURITIES, LLC (NAPERVILLE IL)
NY
06/22/1995 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 08/02/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/10/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/13/2001
Series 3 - National Commodity Futures Examination
BC
Issued 06/21/1995
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Eric Kuehl is the right advisor for you? Invested Better is here to help.
