Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Osborne is a financial advisor who has been in the industry since 2001. Eric is currently registered with State Farm Investment Management Corp. and holds Series 6, 63, and 65 licenses as well as the SIE exam. Eric has over 20 years of experience in the financial services industry and is dedicated to helping individuals and families achieve their financial goals. Eric provides a variety of services, including portfolio management, financial planning, and retirement planning. Eric is committed to providing his clients with personalized service and a clear understanding of their financial options.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
TN
10/23/2024 - Present
State Farm Investment Management Corp. (Nashville TN)
IA
Issued 03/15/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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