Bob Ericson's Location
St. Louis, MO, US
Bob Ericson's Education
- The American College
Chartered Life Underwriter and Chartered Financial Consultant training (Life Insurance and Financial Planning)
1987 - 1988 - College for Financial Planning
Certified Financial Planner training (Financial Planning and Services)
1985 - 1987 - Williams College
B.A. (Economics)
1977 - 1980
Bob Ericson's Skills
- Series 7
- Investments
- Wealth Management
- Mutual Funds
- Securities
- Series 63
- Retirement Planning
- Asset Allocation
- Investment Advisory
- Alternative Investments
Bob Ericson's Summary
Bob Ericson, based in St. Louis, MO, US, is currently a Vice President at Wells Fargo Advisors. Bob Ericson holds a 1987 - 1988 Chartered Life Underwriter and Chartered Financial Consultant training in Life Insurance and Financial Planning @ The American College. With a robust skill set that includes Series 7, Investments, Wealth Management, Mutual Funds, Securities and more, Bob Ericson contributes valuable insights to the industry. Bob Ericson has 2 emails on RocketReach.
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