Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Thomas Pailing is a financial advisor working at Edelman Financial Engines, a large, well-established financial services firm. Eric has been in the financial services industry for over 14 years, specializing in providing financial advice to both individuals and businesses. Eric holds a Series 63, Series 6 and Series 65 licenses and has worked with several firms throughout his career, including PFS INVESTMENTS INC.. Eric's current role with Edelman Financial Engines focuses on providing investment advice and financial planning services, with specializations in Retirement Planning, College Savings, Estate Planning, and Tax Planning. Eric has a strong track record of success, having a variety of certifications in his field.
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 12/01/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2014
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Eric Pailing is the right advisor for you? Invested Better is here to help.
