Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erich? Claim Your ProfileErich Saul Erdmier is a financial advisor with Edward Jones. Erich has been in the financial industry since 1998 and has experience working at various firms, including J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Charles Schwab & Co., Inc. Erich is licensed to provide advisory services in multiple states and has a number of professional designations. Erich's expertise lies in providing financial planning, pension consulting, and portfolio management services to individuals and businesses.
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.
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.
See schedule d - miscellaneous
1
2
CA
02/21/2020 - Present
Edward Jones (Atascadero CA)
CA
10/01/2012 - 07/24/2019
J.P. MORGAN SECURITIES LLC (ENCINO CA)
CA
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ENCINO CA)
CA
01/11/2008 - 05/02/2009
WAMU INVESTMENTS, INC. (SHERMAN OAKS CA)
CA
11/29/2004 - 01/02/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PASADENA CA)
TX
10/08/2001 - 08/31/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NJ
07/09/1998 - 09/18/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
09/04/1997 - 06/17/1998
MITCHELL HUTCHINS ASSET MANAGEMENT INC. (NEW YORK NY)
IA
Issued 06/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2011
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/21/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 11/06/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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