EH
EH

Eric Holsen

12 Years of Experience
Wheaton, IL
Broker

Eric Holsen is a registered investment advisor, based in Wheaton, IL, with 12 years of industry experience.

Location

120 E. Liberty Drive, Suite 400, Wheaton, IL, 60187

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
First Trust Portfolios L.P.
August 2014 - Present · 11 yrs 9 mos
First Trust Advisors LP
August 2014 - Present · 11 yrs 9 mos
First Trust Portfolios L.P.Broker
August 2014 - Present · 11 yrs 9 mos
Previous Registrations
Cetera Advisor Networks LLC
March 2014 - August 2014 · 5 mos
Cetera Advisor Networks LLCBroker
September 2013 - August 2014 · 11 mos
State Registrations2 states
ILTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.