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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 Thomas Bottolfsen is a financial advisor who has been in the industry since 2020. Eric is registered with MML Investors Services, LLC and is licensed in multiple states including Arizona, Alaska, California, Colorado, Florida, Illinois, Minnesota, Missouri, Montana, New Mexico, New York, and South Dakota. Eric has experience in financial planning, pension consulting, educational seminars, and portfolio management for both businesses and individuals. Eric is also involved in several other business ventures, including owning rental properties, acting as a disability insurance broker, and serving as a board member of a condo association.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation programs
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.
Solicitors fees
1
2
AZ
05/04/2022 - Present
MML Investors Services, LLC (SCOTTSDALE AZ)
IA
Issued 04/12/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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