Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Wilkinson is a financial professional with over 16 years of experience in the industry. Eric has held positions with various firms including TD Ameritrade Clearing, Inc., SCOTTRADE, INC., 1ST GLOBAL CAPITAL CORP. and COBRA TRADING, INC., before joining Charles Schwab & Co., Inc. Eric holds several industry licenses and certifications, including Series 7, Series 24, Series 4, Series 52TO, Series 53, Series 55 and Series 57TO licenses. Eric is currently registered with Charles Schwab & Co., Inc. and TD Ameritrade Clearing, Inc. in multiple states.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
01/25/2023 - Present
Charles Schwab & CO., Inc. (Westlake TX)
MO
09/19/2017 - 09/10/2018
SCOTTRADE, INC. (ST. LOUIS MO)
TX
09/21/2010 - 07/16/2012
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
04/05/2010 - 09/22/2010
COBRA TRADING, INC. (CARROLLTON TX)
TX
08/12/2005 - 11/06/2008
TD AMERITRADE CLEARING, INC. (FORT WORTH TX)
BOTH
Issued 11/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/13/2006
Series 4 - Registered Options Principal Examination
BC
Issued 10/07/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/25/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/11/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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