Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Wellmann is a financial advisor with William O'Neil Securities in Boston, Massachusetts. Eric has over 20 years of experience in the financial services industry. Eric is a Series 3, 7 and 63 licensed representative. Eric has previously worked at FNEX Capital, LLC, Instinet, LLC, Nomura Securities International, Inc., Macquarie Capital (USA) Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
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MA
01/25/2022 - Present
William O'Neil Securities (BOSTON MA)
IN
03/16/2021 - 08/10/2021
FNEX CAPITAL, LLC (INDIANAPOLIS IN)
MA
11/14/2016 - 08/06/2020
INSTINET, LLC (BOSTON MA)
MA
09/19/2011 - 11/14/2016
NOMURA SECURITIES INTERNATIONAL, INC. (BOSTON MA)
MA
03/27/2009 - 06/08/2011
MACQUARIE CAPITAL (USA) INC. (BOSTON MA)
MA
09/26/1997 - 03/24/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
BC
Issued 02/19/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1998
Series 3 - National Commodity Futures Examination
BC
Issued 09/13/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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