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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 Daniel Kondrit is a financial advisor who has been active in the industry since 1990. Eric is a Certified Financial Planner and has been registered with Osaic Wealth, Inc. since January 2024. Eric previously worked with Woodbury Financial Services, Inc. and Equity Services, Inc. Eric holds the Series 6, 7, 63, 65, and SIE licenses and has experience working with a wide range of clients, including individuals, businesses, and charitable organizations. Eric provides financial planning, investment management, and portfolio management services.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
01/19/2024 - Present
Osaic Wealth, Inc. (PITTSBURGH PA)
PA
11/17/1993 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (PITTSBURGH PA)
VT
02/23/1990 - 11/18/1993
EQUITY SERVICES, INC. (MONTPELIER VT)
IA
Issued 08/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/18/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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