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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 Felsenfeld is a financial advisor associated with Ameriprise Financial Services, LLC. Eric has been in the financial industry since 2003 and has a Series 66, Series 31, and Series 7 license. Eric has a number of prior experiences at firms like KINGSWOOD CAPITAL PARTNERS, LLC, NIAGARA INTERNATIONAL CAPITAL LIMITED, H. BECK, INC., TD AMERITRADE, INC., and MORGAN STANLEY DW INC. Eric currently holds licenses in Alaska, California, Connecticut, Delaware, District of Columbia, Florida, Maine, Maryland, New Jersey, Oregon, Pennsylvania, Texas, Virginia and West Virginia. Ameriprise Financial Services, LLC is a large firm based in Minneapolis, Minnesota with over $479 billion in assets under management and over 140,000 clients. The firm specializes in providing financial planning, pension consulting, educational seminars, and asset allocation services to a variety of clients including individuals, businesses, corporations, pension plans, trusts, estates, and charitable organizations.
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.
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.
Asset allocation services
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
MD
02/14/2024 - Present
Ameriprise Financial Services, LLC (Rockville MD)
MD
06/15/2018 - 11/03/2023
KINGSWOOD CAPITAL PARTNERS, LLC (Rockville MD)
NY
10/18/2017 - 06/15/2018
NIAGARA INTERNATIONAL CAPITAL LIMITED (NEW YORK NY)
MD
09/04/2009 - 10/17/2017
H. BECK, INC. (BETHESDA MD)
MD
11/11/2004 - 04/08/2009
TD AMERITRADE, INC. (BETHESDA MD)
NY
04/08/2002 - 06/23/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 05/28/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 03/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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