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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 Faidley is a financial advisor at Brookstone Wealth Advisors, LLC. Eric has been working in the financial services industry since 2016. Eric has Series 63 and 65 licenses. Eric specializes in providing financial planning, portfolio management for businesses and individuals, and educational seminars. Eric holds a Series 6TO and SIE license. Eric is registered with the state of Pennsylvania to provide investment advisory services. In addition to working at Brookstone Wealth Advisors, LLC, Eric also provides insurance sales and services. Eric has experience working with a variety of clients, including individuals, businesses, and insurance companies.
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.
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2
IL
09/16/2024 - Present
Brookstone Wealth Advisors, LLC (WHEATON IL)
PA
08/13/2019 - 03/08/2022
SANTANDER SECURITIES LLC (Shrewsbury PA)
MD
12/21/2018 - 07/31/2019
WELLS FARGO CLEARING SERVICES, LLC (TOWSON MD)
IA
Issued 04/26/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/03/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
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