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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 Fenger is a financial advisor currently registered with Charles Schwab & Co., Inc. Eric Fenger has been in the financial services industry since September 2002. Eric Fenger holds several licenses and certifications, including Series 6, 7, 63, and 65 licenses. Eric Fenger is also registered with the following state(s) as an investment advisor: Florida. Eric Fenger has prior experience with Northern Lights Distributors, LLC, Franklin/Templeton Distributors, Inc., and T. Rowe Price Investment Services, Inc.
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 3/13/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 9/1/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 3/25/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2002
Series 7 - General Securities Representative Examination
BC
Issued 8/16/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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