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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 Mitchell Keling is a financial advisor registered with Stifel, Nicolaus & Company, Inc. Eric has been in the financial services industry since 2016 and holds Series 6, 7, 9, 10, 24 and 66 securities licenses as well as the SIE exam. Eric is also a registered Investment Advisor in Missouri. Eric has previous experience with Northwestern Mutual Investment Services, LLC and Scottrade. Eric provides financial planning, portfolio management, and pension consulting services. Eric's office is located at 501 N BROADWAY in ST. LOUIS, MO 63102.
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.
1
2
MO
04/06/2018 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
MO
04/04/2017 - 03/08/2018
SCOTTRADE, INC. (CHESTERFIELD MO)
MO
10/24/2015 - 02/14/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHESTERFIELD MO)
BOTH
Issued 07/05/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2023
Series 24 - General Securities Principal Examination
BC
Issued 07/12/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/13/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/24/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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