Unclaimed
Eric Swanson is a financial professional licensed in California. Eric is a registered representative with Allstate Financial Services, LLC. Eric has been in the financial services industry since July 2020. He holds the Series 63, Series 6TO and SIE licenses.
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.
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.
1
2
CA
07/22/2020 - Present
Allstate Financial Services, LLC (SOUTH SAN FRANCISCO CA)
BC
Issued 03/05/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/05/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Eric Swanson is the right advisor for you? Invested Better is here to help.