Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Kohlmeier is an investment advisor representative at Wells Fargo Clearing Services, LLC. Eric has been in the securities industry since August 7, 1988. Eric has passed the Series 7, Series 9, Series 10, Series 24, Series 63 and Series 65 exams. Eric holds active registrations in Arizona, California, Colorado, Connecticut, Delaware, Florida, Illinois, Maryland, Massachusetts, Michigan, Missouri, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Vermont, Virginia, Washington, and Wyoming. Eric was formerly registered with First Union Brokerage Services, Inc., CitiCorp Investment Services, CitiCorp Financial Services, Inc., Landmark Brokerage Services, Inc., Shearson Lehman Hutton Inc., William M. Cadden & Co., Inc., Investors Center, Inc., and J. T. Moran & Co., Inc. Eric is a licensed investment advisor representative in New Jersey and New York. Eric is located in the Park Ridge, New Jersey branch office of Wells Fargo Clearing Services, LLC. Eric specializes in providing financial planning, pension consulting and investment consulting services to institutional clients. Eric is also a 50% owner of a rental property located in Greenwood Lake, New York.
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
NJ
06/28/2024 - Present
Wells Fargo Clearing Services, LLC (PARK RIDGE NJ)
NC
02/16/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
07/26/1996 - 01/15/1998
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
06/01/1992 - 08/03/1994
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
09/25/1990 - 06/01/1992
CITICORP FINANCIAL SERVICES,INC.
NA
08/09/1989 - 10/03/1990
LANDMARK BROKERAGE SERVICES, INC.
NA
04/06/1989 - 07/22/1989
SHEARSON LEHMAN HUTTON INC.
NA
04/13/1989 - 04/19/1989
WILLIAM M. CADDEN & CO., INC.
NA
01/05/1989 - 03/10/1989
INVESTORS CENTER, INC.
NY
06/04/1986 - 03/10/1989
INVESTORS CENTER, INC. (HAUPPAGUE NY)
NA
11/17/1987 - 01/10/1989
J. T. MORAN & CO., INC.
IA
Issued 11/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 07/02/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/11/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
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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