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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 Matthew Sholberg is a financial advisor with USI Advisors. Eric has been in the financial services industry since 2003. Eric is a registered investment advisor in Washington and has Series 6, 7, 63, 65, 66, and SIE licenses. Eric has a variety of experience in the industry, including working for firms such as LPL Financial, G.F. Investment Services, LLC, and Financial Telesis Inc. Eric is a dedicated professional with a strong commitment to providing excellent service to clients.
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.
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.
Seminars and consultations
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
CT
03/02/2023 - Present
USI Advisors (GLASTONBURY CT)
AZ
02/13/2015 - 04/24/2017
LPL FINANCIAL LLC (PHOENIX AZ)
GA
01/16/2015 - 02/06/2015
G.F. INVESTMENT SERVICES, LLC (MCDONOUGH GA)
AZ
02/04/2009 - 06/28/2010
FINANCIAL TELESIS INC (SCOTTSDALE AZ)
MA
10/10/2005 - 06/22/2006
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
CA
10/18/2004 - 09/30/2005
FINANCIAL TELESIS INC (SAN RAFAEL CA)
MA
10/02/2003 - 10/21/2004
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
BC
Issued 03/02/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/24/2009
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/22/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/03/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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