Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Dewees is a financial advisor with Vanguard Advisers, Inc. Eric has been in the industry since June 2006. Eric holds the Series 6, 7, 63, 65 and 66 licenses. Eric is registered to provide investment advice in 53 states and two territories, as well as in Texas. Eric is also registered with FINRA and the Securities and Exchange Commission. Eric has experience working at several firms prior to joining Vanguard Advisers, Inc., including 1st Discount Brokerage, Inc., Vanguard Marketing Corporation, and Signator Investors, Inc.
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.
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
PA
10/01/2019 - Present
Vanguard Advisers, Inc. (MALVERN PA)
PA
03/15/2006 - 04/30/2008
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
09/21/2005 - 02/16/2006
1ST DISCOUNT BROKERAGE, INC. (HOLMES PA)
MA
04/16/2003 - 09/09/2005
SIGNATOR INVESTORS, INC. (BOSTON MA)
BOTH
Issued 09/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/20/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/15/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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