Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Alan Volinsky is a financial advisor with over 24 years of experience in the financial services industry. Eric has worked with TD Ameritrade and Jack White & Company, Inc. prior to his current employment at Charles Schwab & CO., Inc. Eric is registered with FINRA as a General Securities Representative, and holds Series 4, 7, 9, 10, 24, 63 and 66 licenses. Eric is also a Registered Investment Advisor. Eric provides investment advice to individuals, high-net-worth individuals, and insurance companies. He provides financial planning services, including retirement planning, college savings planning, and estate planning.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
10/07/2022 - Present
Charles Schwab & CO., Inc. (Orlando FL)
CA
06/01/1998 - 12/16/2022
TD AMERITRADE, INC. (SAN DIEGO CA)
NE
02/04/2013 - 12/31/2020
TD AMERITRADE CLEARING, INC. (OMAHA NE)
NA
02/17/1998 - 06/01/1998
JACK WHITE & COMPANY, INC.
BOTH
Issued 07/29/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2006
Series 24 - General Securities Principal Examination
BC
Issued 12/06/2002
Series 4 - Registered Options Principal Examination
BC
Issued 01/18/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/18/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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