Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Froistad is a financial advisor who has been working in the industry since February 7, 2011. Eric is currently registered with Robert W. Baird & Co. Inc. in the state of Minnesota and Florida. Eric is also registered with the state of Texas as an Investment Advisor Representative (IAR). Prior to joining Robert W. Baird & Co. Inc., Eric was employed by UBS Financial Services Inc. from December 2010 to December 2014. Eric has passed the Series 66, Series 7 and the SIE exams. Eric specializes in providing financial planning, portfolio management for individuals, businesses, and investment companies, and educational seminars.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
MN
12/26/2014 - Present
Robert W. Baird & Co. Inc. (EDINA MN)
MN
02/08/2011 - 12/31/2014
UBS FINANCIAL SERVICES INC. (ST PAUL MN)
BOTH
Issued 04/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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