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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 Williams is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Eric has been in the financial industry since December 20, 1983. Eric specializes in providing financial planning, portfolio management and investment consulting services to individuals, businesses, and institutions. Eric is also registered to provide investment advice in Arizona, Arkansas, California, Colorado, Florida, Georgia, Indiana, Kentucky, Louisiana, Michigan, Minnesota, Nevada, New Mexico, New York, Ohio, Texas, Virginia, and Wisconsin.
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
IN
05/26/2015 - Present
Wells Fargo Advisors Financial Network, LLC (PENDLETON IN)
IN
07/11/2008 - 06/02/2015
UBS FINANCIAL SERVICES INC. (INDIANAPOLIS IN)
IN
07/01/2003 - 07/16/2008
WACHOVIA SECURITIES, LLC (ANDERSON IN)
NY
09/15/1989 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
12/21/1983 - 09/15/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
IA
Issued 06/28/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/01/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 04/19/1984
Series 5 - Interest Rate Options Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
BC
Issued 11/14/1983
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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