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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Schraeder is a financial advisor with Fidelity Personal And Workplace Advisors. Eric is registered with FINRA as a Registered Representative and is a Registered Investment Advisor in California and Texas. Eric has been in the financial services industry since 2007 and has worked for a number of firms including Wells Fargo Advisors, LLC and UBS Financial Services Inc. Eric holds the Series 7 and Series 66 licenses and is a Certified Financial Planner. Eric offers a range of financial planning services including investment management, retirement planning, and college savings. Eric specializes in working with high-net-worth individuals, families, and businesses.
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.
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
CA
05/13/2020 - Present
Fidelity Personal AND Workplace Advisors (FOLSOM CA)
CA
03/31/2011 - 03/28/2016
U.S. BANCORP INVESTMENTS, INC. (WEST SACRAMENTO CA)
CA
11/20/2009 - 03/31/2011
WELLS FARGO ADVISORS, LLC (EL DORADO HILLS CA)
CA
09/03/2007 - 10/06/2009
UBS FINANCIAL SERVICES INC. (SACRAMENTO CA)
BOTH
Issued 09/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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