Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Trammell Stevens is a financial advisor with Wells Fargo Advisors Financial Network, LLC in LAKE CHARLES, LA. Eric Stevens has been in the industry since March 2, 1999. Prior to joining Wells Fargo Advisors Financial Network, LLC, Eric Stevens worked for Wells Fargo Clearing Services, LLC and Prudential Securities Incorporated. Eric Stevens is registered to offer investment advice in 20 states and is a licensed Series 7 and 63 representative. Eric Stevens also holds the Series 65 license for Investment Advisor Representation.
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
LA
08/04/2017 - Present
Wells Fargo Advisors Financial Network, LLC (LAKE CHARLES LA)
LA
07/01/2003 - 08/04/2017
WELLS FARGO CLEARING SERVICES, LLC (LAKE CHARLES LA)
NY
03/03/1999 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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