Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Dunner is a financial advisor who has been in the industry for over 14 years. Eric is registered with Glassman Wealth Services, LLC and has offices in Vienna, VA, North Bethesda, MD, and Potomac, MD. Eric holds a Certified Financial Planner designation and has passed the Series 6, 7, 63, 65, and SIE exams. Eric has worked with a variety of clients including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Eric specializes in financial planning, portfolio management, and pension consulting.
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.
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
VA
04/14/2015 - Present
Glassman Wealth Services, LLC (VIENNA VA)
VA
11/04/2011 - 03/30/2015
SIGNATOR INVESTORS, INC. (VIENNA VA)
DC
05/19/2009 - 10/18/2011
WELLS FARGO ADVISORS, LLC (WASHINGTON DC)
IA
Issued 06/15/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2015
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/18/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Eric Dunner is the right advisor for you? Invested Better is here to help.
