Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Sandquist is a financial advisor with Mutual of Omaha Investor Services, Inc., located in Omaha, NE. Eric has been in the financial industry since July 2, 2007. Eric is a registered representative with the state of Nebraska and holds the Series 6, Series 26, and Series 63 licenses. Eric has over 15 years of experience helping individuals and families achieve their financial goals.
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.
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.
Promoter fees and third party money manager fees
1
2
NE
07/03/2007 - Present
Mutual OF Omaha Investor Services, Inc. (OMAHA NE)
BC
Issued 07/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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