ADVISOR BIO

Eric Schott is a financial advisor with Wells Fargo Clearing Services, LLC. Eric has been in the financial services industry since 2009 and holds a Series 7, Series 66, Series 9, Series 10 and SIE license. Eric has a current active registration with the state of California for both investment advisor and broker-dealer activities, and he is also an active resident registered investment advisor representative in the state of Texas. Eric specializes in serving high-net-worth individuals, corporations, and other businesses.

SPECIALIZATIONS

ADVISOR BIO

Eric Maximilian Koenker is a financial advisor registered with Wells Fargo Clearing Services, LLC. Eric has over 8 years of experience in the financial services industry. Eric has Series 7, Series 66, and SIE licenses. Eric is registered with the following states: Arizona, California, Colorado, Connecticut, Florida, Hawaii, Idaho, Illinois, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin and Wyoming. Prior to joining Wells Fargo Clearing Services, LLC, Eric worked at Sagepoint Financial, Inc. and Sagepoint Financial.

SPECIALIZATIONS

ADVISOR BIO

Eric A. Koide is a financial advisor with over 15 years of experience in the industry. Eric is currently registered with J.p. Morgan Securities LLC and J.p. Morgan Private Wealth Advisors LLC in California and Texas. Prior to that, Eric worked with First Republic Securities Company, LLC and Morgan Stanley in California. Eric has a strong background in financial planning and portfolio management and is dedicated to providing personalized advice to help clients achieve their financial goals. Eric holds the Series 66, Series 7, and SIE licenses. Eric is also a Certified Financial Planner.

SPECIALIZATIONS

ADVISOR BIO

Eric Sams is a financial advisor at Axxcess Wealth Management, LLC. Eric has been a financial advisor for over 10 years and has a wide range of experience in the financial services industry. Eric specializes in working with individuals, families, and small businesses. Eric holds the Series 7, 24, 53, 66, and 79 licenses.

SPECIALIZATIONS

ADVISOR BIO

Eric Matthew Gerster is a financial advisor registered with Alphacore Capital LLC in La Jolla, CA. Eric has over 8 years of experience in the financial services industry and holds the Chartered Financial Analyst designation. Eric specializes in providing portfolio management, financial planning, and pension consulting services to a variety of clients, including individuals, families, corporations, charitable organizations, and retirement plans. He is also registered in several states, including California, Connecticut, South Carolina, Texas, and Wisconsin.

SPECIALIZATIONS

ADVISOR BIO

Eric James Bradley is a financial advisor with Citigroup Global Markets Inc. Eric has been in the financial services industry since 2013. Eric is a registered representative in California and holds the Series 6, 7, 63, 66, and SIE licenses. Eric has experience working with individuals, corporations, and charitable organizations. Eric provides financial planning and investment advice. Eric is affiliated with Citigroup Global Markets Inc. which has offices in Beverly Hills, CA.

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ADVISOR BIO

Eric Wall is a registered representative and investment advisor representative at Edward Jones. Eric has been in the financial services industry since October 31, 2019. Eric is licensed to sell securities in Alabama, Alaska, Arizona, California, Colorado, Florida, Nevada, North Carolina, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Washington, and Wyoming. Eric holds the Series 7TO, SIE, and Series 66 licenses. Eric is a specialist in retirement planning, insurance, education planning, and investments.

SPECIALIZATIONS

ADVISOR BIO

Eric Brandenberg is an active investment advisor representative with J.P. Morgan Securities LLC. Eric has been in the securities industry since April 20, 2017, and is licensed to provide investment advice in California and Texas. Eric specializes in financial planning, pension consulting, and portfolio management for businesses and individuals.

SPECIALIZATIONS

ADVISOR BIO

Eric Tank is a financial advisor with Morgan Stanley. Eric has been in the financial services industry since 2008 and has a wide range of experience in providing investment advice to a variety of clients. Eric is registered with the state of California and has passed the Series 7 and Series 66 examinations. Eric has previously worked for Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Advisors, LLC.

SPECIALIZATIONS

ADVISOR BIO

Eric A. Hale is a registered representative and investment advisor representative in the state of California, with additional registrations in Idaho and Texas. Eric A. Hale has been in the financial industry since 2014 and is currently employed by J.P. Morgan Securities LLC, based in Yorba Linda, California. Eric A. Hale's employment history also includes JPMorgan Chase Bank in La Habra, California.

SPECIALIZATIONS