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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 Fornelius is a financial advisor at Wells Fargo Clearing Services, LLC. Eric has been in the industry for over 30 years and has a wide range of experience, including working with both individuals and institutions. Eric has held registrations with several firms over the years, including WAMU Investments, Inc., Fidelity Brokerage Services LLC, American Express Financial Advisors Inc., and IDS Life Insurance Company. Eric holds the Series 7, 8, 63 and 66 securities licenses. Eric is also a registered investment advisor in Texas and Washington.
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
WA
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (SEATTLE WA)
WA
11/19/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BELLEVUE WA)
WA
10/18/2001 - 11/20/2008
WAMU INVESTMENTS, INC. (WOODINVILLE WA)
RI
09/20/1989 - 08/21/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MN
05/03/1989 - 08/04/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/03/1989 - 08/04/1989
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
10/19/1988 - 04/17/1989
BLINDER, ROBINSON & CO., INC.
BOTH
Issued 12/28/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities 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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