Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Jensen is a financial professional with over 27 years of experience in the industry. Eric is a Certified Financial Planner and a Chartered Financial Consultant and has been registered with the Securities and Exchange Commission since 1996. Eric is currently registered with Osaic Wealth, Inc. and has previously held positions with American Express Financial Advisors Inc. and IDS Life Insurance Company. Eric provides financial planning and portfolio management services to individuals and businesses. Eric specializes in retirement planning, investment management, and insurance planning.
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
CO
11/09/2023 - Present
Osaic Wealth, Inc. (LITTLETON CO)
MN
05/09/1996 - 08/05/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/09/1996 - 08/05/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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