Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Sanger is a financial advisor with over 15 years of experience in the financial services industry. Eric has a Series 7, Series 9, Series 10, and Series 66 securities licenses and is currently registered with Osaic Wealth, Inc. Eric has previously held positions at SagePoint Financial, Inc., Northwestern Mutual Investment Services, LLC, and Lincoln Financial Advisors Corporation. Eric specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
1
2
AZ
09/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
12/07/2023 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
12/07/2023 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
12/07/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
AZ
08/28/2015 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
03/05/2010 - 08/26/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PHOENIX AZ)
AZ
10/06/2008 - 12/31/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 09/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/16/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Eric Sanger is the right advisor for you? Invested Better is here to help.
