Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Bunnell is a financial advisor with over 30 years of experience in the industry. Eric is registered with the state of Kentucky and has previously been registered in other states such as California, Colorado, Florida, Illinois, Indiana, Michigan, Missouri, Ohio, Tennessee, and Texas. He holds the Series 6, Series 7 and Series 63 licenses, and is also a Certified Financial Planner. Eric has worked at Private Client Services, LLC for over 20 years and has previously been employed by Woodbury Financial Services, Inc., 1717 Capital Management Company, and AAL Capital Management Corporation. Eric specializes in providing financial planning, portfolio management and educational seminars for individuals and businesses. He is also a registered representative for Evergreen Strategic Wealth, a division of Private Client Services, LLC.
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.
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.
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KY
12/20/2001 - Present
Private Client Services, LLC (LOUISVILLE KY)
KY
08/12/2003 - 05/11/2010
WOODBURY FINANCIAL SERVICES, INC. (LOUISVILLE KY)
DE
08/11/2000 - 08/15/2003
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MN
04/22/1993 - 08/14/2000
AAL CAPITAL MANAGEMENT CORPORATION (MINNEAPOLIS MN)
BC
Issued 04/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/21/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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