Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Peter Nachman is a financial advisor with over 30 years of experience in the industry. Eric is registered with Ameriprise Financial Services, LLC and has been with the firm since 2020. Prior to that, Eric worked for IDS Life Insurance Company for 14 years. Eric holds Series 7, Series 63, and SIE licenses and is a Certified Financial Planner. Eric has experience working with a wide range of clients, including individuals, high-net-worth individuals, families, trusts, estates, businesses, pension and profit-sharing plans, and charitable organizations. Eric is dedicated to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.
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.
Asset allocation services
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
NY
05/06/2015 - Present
Ameriprise Financial Services, LLC (PLEASANTVILLE NY)
MN
01/07/1992 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 02/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Eric Nachman is the right advisor for you? Invested Better is here to help.
