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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 Friedman is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Eric has been in the financial services industry since 1999. Eric holds a Series 63, 65, 7, 24, and 31 licenses. Eric is registered to conduct business in multiple states, including Ohio, Texas, and others. Eric previously worked at UBS Financial Services Inc. and Morgan Stanley DW Inc. Eric is the owner of Scioto Wealth Advisors, LLC, and has provided investment-related services for over a decade.
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
OH
01/15/2010 - Present
Wells Fargo Advisors Financial Network, LLC (COLUMBUS OH)
OH
07/12/2002 - 01/25/2010
UBS FINANCIAL SERVICES INC. (COLUMBUS OH)
NY
08/30/1999 - 07/17/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 09/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 08/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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