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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 Sacks is an investment advisor representative associated with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC, located in ST. LOUIS, Missouri. Eric is a licensed investment advisor in Missouri and Texas, and has been active in the securities industry since May 2017. Eric has a strong track record of providing investment advice and portfolio management services to a wide range of clients. He is committed to understanding his clients' financial goals and providing personalized investment solutions to help them achieve success. Eric holds a Series 7, Series 9, Series 10, Series 63, and Series 66 license.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
10/15/2019 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
BOTH
Issued 09/05/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/16/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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