Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Stanton Yee is a financial professional with over 25 years of experience in the industry. Eric is currently registered with Franklin Distributors, LLC and holds the Series 6 and SIE licenses. Eric has previously been registered with Franklin/Templeton Distributors, Inc. Eric's professional experience includes working with clients in San Mateo, California.
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
07/07/2021 - Present
Franklin Distributors, LLC (San Mateo CA)
CA
03/28/2007 - 07/07/2021
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
CA
10/10/1995 - 11/29/2006
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Eric Yee is the right advisor for you? Invested Better is here to help.
