Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Salek is a financial advisor registered with Wells Fargo Clearing Services, LLC since August 7, 2019. Eric has been in the financial services industry since December 4, 1996, working with clients in a variety of areas including financial planning, portfolio management, and investment consulting services. Eric has held prior roles with Credit Suisse Securities (USA) LLC, J.P. Morgan Securities Inc., Citigroup Global Markets Inc., and Lehman Brothers Inc. Eric is licensed to provide investment advice in 24 states.
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
IL
08/07/2019 - Present
Wells Fargo Clearing Services, LLC (DEERFIELD IL)
IL
05/22/2009 - 02/02/2016
CREDIT SUISSE SECURITIES (USA) LLC (NORTHBROOK IL)
IL
09/17/2007 - 06/11/2009
J.P. MORGAN SECURITIES INC. (CHICAGO IL)
IL
11/29/2000 - 10/02/2007
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
NY
12/05/1996 - 12/21/2000
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 08/06/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1996
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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