Unclaimed
Eric Bond is an investment advisor representative with Nwf Advisory Services Inc. Eric has been in the financial services industry since 1997 and has held several roles at various firms. Eric has a broad range of experience in providing financial advice and guidance to clients. Eric is dedicated to helping clients achieve their financial goals through personalized investment strategies.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
1
2
CA
03/25/2022 - Present
NWF Advisory Services Inc. (Long Beach CA)
CA
11/29/2017 - 05/02/2022
LPL FINANCIAL LLC (LONG BEACH CA)
CA
06/01/1999 - 11/29/2017
NATIONAL PLANNING CORPORATION (LONG BEACH CA)
AZ
01/16/1998 - 06/02/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
01/01/1998 - 03/19/1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
BOTH
Issued 07/03/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/29/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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