Unclaimed
Eric Netjes is a financial advisor at Wells Fargo Clearing Services, LLC in Sioux Falls, SD. Eric has been in the financial services industry since August 2000, joining Wells Fargo Clearing Services, LLC in January 2011. Previously, Eric worked at Wells Fargo Investments, LLC and Edward Jones. Eric is licensed to provide investment advice in many states and has obtained the Series 7, Series 63, Series 66 and SIE licenses.
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.
Investment consulting services to institutional clients
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
SD
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (SIOUX FALLS SD)
SD
06/06/2003 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SIOUX FALLS SD)
MO
08/08/2000 - 06/09/2003
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 01/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe 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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