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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Tashlein is a financial advisor with over 30 years of experience in the industry. Eric is currently registered with Cambridge Investment Research Advisors, Inc. in Connecticut. Eric has a wide range of experience, having previously worked with firms such as Sammons Securities Company, LLC, Sigma Financial Corporation, and Walnut Street Securities, Inc. Eric holds several licenses and certifications, including Series 6, 7, 24, 63, and 65. Eric is also a Certified Financial Planner. Eric specializes in providing financial advice and services to individuals, high net worth individuals, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CT
12/15/2022 - Present
Cambridge Investment Research Advisors, Inc. (Madison CT)
CT
08/19/2011 - 12/05/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (MILFORD CT)
CT
02/09/2002 - 08/22/2011
SAMMONS SECURITIES COMPANY, LLC (MILFORD CT)
MI
02/11/2002 - 03/26/2002
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
CA
05/10/1999 - 02/09/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NH
11/22/1993 - 05/10/1999
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
MN
10/15/1992 - 12/09/1993
FORTIS INVESTORS, INC. (OAKDALE MN)
BC
Issued 03/20/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/23/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/13/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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