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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Keith Folia is a financial advisor with Ameriprise Financial Services, LLC. Eric has been in the industry since June 20, 2000. Eric holds the Series 7, Series 63 and Series 66 licenses. Eric has a strong track record in the financial services industry. Eric has held positions at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Eric is registered to provide securities and investment advisory services in 21 states. Eric is a licensed investment advisor in New Hampshire and Texas. Eric specializes in financial planning, portfolio management, and asset allocation services. Eric provides advisory services to a wide range of clients, including individuals, families, trusts, estates, businesses, and charitable organizations.
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.
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2
NH
05/01/2019 - Present
Ameriprise Financial Services, LLC (Bedford NH)
MN
01/31/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
RI
06/06/2000 - 12/19/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 01/18/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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