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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 Michael Flaten is a financial advisor with Simplicity Wealth. Eric has been in the financial services industry since 1996. Eric holds the Series 7, 31, and 65 licenses. Eric holds a Washington Insurance Producer license, as well as a Real Estate Broker License. Eric holds a Financial Advisor license in Washington. Eric works with individual clients, as well as business owners. Eric also provides educational seminars and college planning services.
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.
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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WA
02/19/2025 - Present
Simplicity Wealth (East Wenatchee WA)
FL
11/13/2015 - 03/01/2016
INTERNATIONAL ASSETS ADVISORY, LLC (ORLANDO FL)
WA
09/11/2015 - 11/16/2015
CAPITAL GUARDIAN, LLC (PORT ORCHARD WA)
WA
06/01/2009 - 09/24/2015
MORGAN STANLEY (SILVERDALE WA)
WA
02/22/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SEATTLE WA)
WA
03/28/2003 - 02/25/2008
WELLS FARGO INVESTMENTS, LLC (SEATTLE WA)
NY
11/26/1996 - 04/03/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 02/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 11/25/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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