Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Mark Fehr is a financial advisor who has been in the industry since March 27, 2011. Eric is currently registered with Truist Advisory Services, Inc. Eric was previously registered with Wells Fargo Clearing Services, LLC, PNC Investments, and IFMG Securities, Inc. Eric holds licenses Series 6, 7, 63, and 66. Eric has worked in the financial industry in various roles, including positions at Wells Fargo Bank, NA, Wells Fargo Clearing Services, LLC, PNC Bank, Truist Investment Services, Inc, and Truist Advisory Services, Inc. Eric currently works at Truist Advisory Services, Inc. and provides financial planning and portfolio management services for individuals and businesses.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
PA
09/01/2021 - Present
Truist Advisory Services, Inc. (NAZARETH PA)
PA
12/27/2018 - 08/31/2021
WELLS FARGO CLEARING SERVICES, LLC (HELLERTOWN PA)
PA
11/21/2006 - 07/10/2012
PNC INVESTMENTS (MACUNGIE PA)
PA
08/09/2004 - 09/19/2006
IFMG SECURITIES, INC. (SHILLINGTON PA)
BOTH
Issued 01/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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