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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 Turner is an Investment Advisor Representative with Principal Securities, Inc. Eric is a Series 6 and Series 63 licensed professional who has been in the industry since 2011. Eric has experience with Mutual of Omaha Investor Services, Inc. and Nationwide Investment Services Corporation. Eric is currently registered in 25 states, including Alabama, California, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maryland, Michigan, Minnesota, Nebraska, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Virginia, and West Virginia. Eric specializes in financial planning, pension consulting, educational seminars, and selection of other advisers, as well as portfolio management for individuals and investment companies.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
09/11/2023 - Present
Principal Securities, Inc. (DES MOINES IA)
NE
10/26/2015 - 01/17/2019
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
OH
08/26/2011 - 10/14/2015
NATIONWIDE INVESTMENT SERVICES CORPORATION (DUBLIN OH)
IA
Issued 02/14/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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