Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Michael Nelson is a financial advisor with Charles Schwab & Co., Inc. based in Bridgewater, New Jersey. Eric has been in the industry since 2013 and has experience with TD Ameritrade, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Eric holds the Series 7, Series 66, and SIE licenses. Eric specializes in providing financial planning and investment advice.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NJ
03/21/2022 - Present
Charles Schwab & CO., Inc. (Bridgewater NJ)
NJ
08/14/2017 - 07/29/2024
TD AMERITRADE, INC. (Bridgewater NJ)
NJ
04/12/2013 - 03/15/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 09/19/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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