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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 Magnuson is a financial advisor currently associated with Wells Fargo Clearing Services, LLC. Eric Magnuson is a registered representative with over 25 years of experience in the financial services industry. Eric Magnuson's current firm is Wells Fargo Clearing Services, LLC and has offices in Chico, CA. Prior to joining Wells Fargo Clearing Services, LLC, Eric Magnuson worked at A. G. EDWARDS & SONS, INC., BWC INVESTMENT SERVICES, INC., MARKETING ONE SECURITIES, INC., and PRUCO SECURITIES CORPORATION. Eric Magnuson is licensed in 15 states and holds Series 7, Series 6, and Series 63 licenses.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
11/14/2022 - Present
Wells Fargo Clearing Services, LLC (CHICO CA)
CA
10/11/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHICO CA)
NE
03/20/1999 - 08/31/1999
BWC INVESTMENT SERVICES, INC. (OMAHA NE)
OR
04/07/1998 - 03/26/1999
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NJ
02/14/1996 - 06/20/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 02/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/13/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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