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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 Dahlberg is an Investment Advisor Representative at Plante Moran Financial Advisors. Eric has been in the financial industry since 2000. He is a Chartered Financial Analyst and holds the Series 7, Series 63, and Series 65 licenses. Eric is also registered with the state of Michigan. His firm Plante Moran Financial Advisors is a registered investment advisor and manages a total of $20.5 billion in assets. The firm provides financial planning, portfolio management for individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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MI
11/28/2012 - Present
Plante Moran Financial Advisors (SOUTHFIELD MI)
TX
01/05/2000 - 10/01/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 11/26/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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