Unclaimed
Eron Dahl has been a registered representative in the financial services industry since December 1999. Eron is currently registered with Schwab Wealth Advisory, Inc. and is licensed in 38 states, including Texas, Colorado, California and Florida. Eron has passed the Series 66, Series 63, SIE and Series 7 examinations. Eron specializes in providing financial planning, and portfolio management services for 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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
TX
01/15/2020 - Present
Schwab Wealth Advisory, Inc. (Westlake TX)
BOTH
Issued 05/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Eron Dahl is the right advisor for you? Invested Better is here to help.