Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Fenger is a financial advisor registered with Charles Schwab & Co., Inc. Eric has been in the industry since 2002. Eric is licensed in 36 states and has passed the Series 6, 7, 63, 65 and SIE exams. Prior to joining Charles Schwab & Co., Inc., Eric has worked for Franklin Templeton Distributors, Inc., T. Rowe Price Investment Services, Inc., Northern Lights Distributors, LLC and Fisher Investments. Eric has experience providing financial planning services, selection of other advisors, and wrap fee program sponsor.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
10/28/2024 - Present
Charles Schwab & CO., Inc. (Plano TX)
NE
10/29/2019 - 11/10/2020
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
FL
04/29/2005 - 10/15/2019
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
MD
09/07/2001 - 04/27/2005
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BC
Issued 03/13/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/25/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/16/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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