Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Alleckson is a financial advisor who has been active in the industry since 2000. He is a Registered Representative with Choreo, LLC and currently holds Series 66 and Series 7 licenses. Eric specializes in providing financial advice to individuals, corporations, and businesses, insurance companies, charitable organizations and pension and profit sharing plans. He is also a Certified Financial Planner. Eric has been a Registered Representative at Choreo, LLC since 2022. Previously, Eric worked at RSM US WEALTH MANAGEMENT LLC. Before that, he worked at BIRCHTREE FINANCIAL SERVICES LLC and Wells Fargo Investments, LLC.
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.
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.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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.
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2
IL
01/06/2010 - Present
Choreo, LLC (ROCKFORD IL)
MN
04/12/2007 - 07/17/2012
BIRCHTREE FINANCIAL SERVICES LLC (ROCHESTER MN)
MN
12/13/2000 - 04/11/2007
WELLS FARGO INVESTMENTS, LLC (ROCHESTER MN)
MN
01/17/2001 - 08/12/2002
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
01/17/2000 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
BOTH
Issued 04/19/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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