Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Lyn Opsal is a financial professional with over 30 years of experience in the financial services industry. Eric is a Registered Representative with Cetera Investment Advisers LLC. Eric holds Series 7, 6, 22, 24, 62, 63, and 65 licenses as well as the SIE exam. Eric is licensed in 13 states and provides financial planning and portfolio management for individuals, families, businesses, and retirement plans. Eric was previously employed by Securian Financial Services, Inc., and holds a degree in Finance from Minnesota State University, Mankato.
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.
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
MN
08/10/2023 - Present
Cetera Investment Advisers LLC (MANKATO MN)
MN
03/07/1991 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MANKATO MN)
IA
Issued 11/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/21/1996
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/28/1992
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 03/05/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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