Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Lanning is a financial advisor with Wells Fargo Clearing Services, LLC. Eric has been in the industry since 1997 and has a strong track record of providing financial advice and wealth management services to individuals, families, and businesses. Eric specializes in investment management, retirement planning, and estate planning. He holds a variety of licenses and certifications including Series 7, 63, and 65, and is also a Certified Financial Planner. Eric has extensive experience working with clients to achieve their financial goals.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
04/08/2013 - Present
Wells Fargo Clearing Services, LLC (MADISON WI)
WI
06/01/2009 - 04/05/2013
MORGAN STANLEY (MADISON WI)
WI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MADISON WI)
WI
11/21/1997 - 04/02/2007
MORGAN STANLEY DW INC. (MADISON WI)
IA
Issued 11/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/30/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 11/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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