Unclaimed
Eric Meyer is a financial advisor in Minneapolis, Minnesota, with over 24 years of experience in the industry. Eric is registered with Ameriprise Financial Services, LLC, which is a firm headquartered in Minneapolis, Minnesota. This firm provides financial services to a range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm employs over 11,000 advisors and manages over $479 billion in assets. Eric's career spans multiple firms, including Ameriprise Financial Services, LLC, IDS LIFE INSURANCE COMPANY, and AMERICAN ENTERPRISE INVESTMENT SERVICES INC.
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.
Asset allocation services
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.
1
2
MN
02/01/2021 - Present
Ameriprise Financial Services, LLC (MINNEAPOLIS MN)
MN
08/22/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
10/23/1998 - 08/22/2002
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (MINNEAPOLIS MN)
BOTH
Issued 04/09/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2008
Series 4 - Registered Options Principal Examination
BC
Issued 01/15/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/15/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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