Unclaimed
Eric Brinen is a financial advisor at Packerland Brokerage Services, Inc.. Eric has been a registered investment advisor since 2000. Eric specializes in portfolio management, financial planning and pension consulting. Eric is licensed in Wisconsin and Illinois.
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.
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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2
WI
07/28/2014 - Present
Packerland Brokerage Services, Inc. (GREEN BAY WI)
WI
03/07/2008 - 04/29/2014
HARBOUR INVESTMENTS, INC. (MADISON WI)
WI
07/19/2006 - 03/11/2008
AMERICAN GENERAL SECURITIES INCORPORATED (MADISON WI)
WI
08/25/2005 - 06/21/2006
CATHOLIC FINANCIAL SERVICES CORPORATION (MILWAUKEE WI)
IN
10/25/2000 - 08/30/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/25/2000 - 08/30/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 06/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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