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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 Young is a financial advisor registered with Wells Fargo Clearing Services, LLC, and has been active in the financial services industry since October 22, 1994. Eric has held previous positions with Wells Fargo Investments, LLC, U.S. Bancorp Investments, Inc., and TCF Securities, Inc.. Eric specializes in providing financial planning, portfolio management for individuals and businesses, and investment consulting services to institutional clients. Eric has a strong background in securities, having passed the Series 6, 7, 9, 10, 24, 26, 63 and 66 exams.
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.
1
2
MN
04/19/2023 - Present
Wells Fargo Clearing Services, LLC (SAINT PAUL MN)
MN
09/06/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAINT PAUL MN)
MN
11/21/2000 - 05/19/2006
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
01/01/1994 - 05/18/2000
TCF SECURITIES, INC. (MINNEAPOLIS MN)
BOTH
Issued 12/03/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/25/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/31/2002
Series 24 - General Securities Principal Examination
BC
Issued 02/05/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/27/1993
Series 6 - Investment Company Products/Variable Contracts 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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