Invested Better
Unclaimed

Unclaimed

Unclaimed

Eric Nils Sterner

Apollon Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Eric? Claim Your Profile

About Eric Nils Sterner

Eric Sterner is a financial advisor with Apollon Wealth Management, LLC. He has been in the industry for over 20 years and has experience in financial planning, portfolio management, and pension consulting. Eric holds the Series 7, Series 63, Series 24, Series 4, and Series 8 licenses. He is also a Chartered Financial Analyst.

Firm Information

Eric Sterner is currently registered with Apollon Wealth Management, LLC. Apollon Wealth Management, LLC is an investment advisor based in MOUNT PLEASANT, SC. The firm manages over $5.5 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, pooled investment vehicles, and charitable organizations. They offer a range of services, including financial planning, portfolio management, and selection of other advisors. The firm has over 100 investment advisor representatives and 40 licensed agents.
Apollon Wealth Management, LLC

111 COLEMAN BLVD

MOUNT PLEASANT, SC 29464

$5.52B

Assets Under Management

164

Total Clients

91

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Eric Sterner’s Registration & Firm History

NJ

11/09/2022 - Present

Apollon Wealth Management, LLC (MARTINSVILLE NJ)

CA

11/19/2010 - 03/22/2013

TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)

NJ

05/03/2004 - 03/22/2013

METLIFE SECURITIES INC. (SOMERSET NJ)

NJ

05/03/2004 - 03/22/2013

NEW ENGLAND SECURITIES (SOMERSET NJ)

NJ

05/03/2004 - 03/22/2013

WALNUT STREET SECURITIES, INC. (SOMERSET NJ)

NJ

05/03/2004 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (ISELIN NJ)

MA

06/25/2002 - 11/12/2002

SIGNATOR INVESTORS, INC. (BOSTON MA)

RI

10/31/1997 - 06/30/2000

SURETRADE INC. (LINCOLN RI)

NY

09/29/1997 - 11/18/1997

QUICK & REILLY, INC. (NEW YORK NY)

NE

09/18/1995 - 09/05/1997

WATERHOUSE SECURITIES, INC. (OMAHA NE)

NY

06/14/1995 - 08/03/1995

L.C. WEGARD & CO., INC. (NEW YORK NY)

Not sure if Eric Nils Sterner is right for you?

Licenses & Designations

IA

Issued 04/08/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/16/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/21/1998

Series 24 - General Securities Principal Examination

BC

Issued 06/25/1997

Series 4 - Registered Options Principal Examination

BC

Issued 12/26/1996

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 06/13/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Nils Sterner.
Not sure if Eric Nils Sterner is right for you?