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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 Pailing is a financial advisor based in Fresno, CA. Eric is a registered Investment Advisor in California and Texas. Eric currently works for Edelman Financial Engines. Eric has been in the financial services industry since 2006, and previously worked for PFS Investments Inc. Eric has passed the Series 63, Series 65 and the SIE exams. Eric focuses on financial planning, portfolio management, and retirement planning services for individuals, businesses, and charitable organizations.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
CA
03/22/2017 - Present
Edelman Financial Engines (FRESNO CA)
CA
05/18/2010 - 10/10/2014
PFS INVESTMENTS INC. (FRESNO CA)
CA
07/07/2006 - 12/31/2009
PFS INVESTMENTS INC. (FRESNO CA)
IA
Issued 12/1/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/6/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2014
SIE - Securities Industry Essentials Examination
BC
Issued 6/22/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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