Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Brotman is an Investment Advisor Representative at Kestra Advisory Services, LLC. Eric is a Certified Financial Planner™ professional and has been providing financial advice to individuals and families for over 25 years. Eric's experience includes a variety of financial planning needs including retirement planning, college savings, estate planning, and insurance. Eric is passionate about helping people achieve their financial goals. He believes in a personalized approach to financial planning, taking the time to understand each client's unique needs and goals. Eric is committed to providing his clients with the knowledge and resources they need to make informed financial decisions.
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.
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
MD
04/19/2016 - Present
Kestra Advisory Services, LLC (TIMONIUM MD)
NY
02/02/2000 - 01/17/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
MA
12/14/1995 - 02/02/2000
BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)
IA
Issued 10/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/13/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Eric Brotman is the right advisor for you? Invested Better is here to help.
