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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 Westall is a financial advisor currently registered with Stifel Independent Advisors, LLC in Chesterfield, MO. Eric has over 10 years of experience in the financial services industry and is a Certified Financial Planner. Eric previously worked for Edward Jones in St. Louis, MO. Eric is registered with the following securities authorities: Illinois, Missouri, and Texas. Eric specializes in providing financial planning services to individuals and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MO
08/19/2022 - Present
Stifel Independent Advisors, LLC (CHESTERFIELD MO)
MO
10/11/2012 - 04/05/2016
EDWARD JONES (ST LOUIS MO)
BOTH
Issued 10/30/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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