Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Egan Kirste is a financial advisor and a Certified Financial Planner who has been in the industry since 2001. Eric is currently registered with Savvy, a registered investment advisor, and has previously worked for Unified Financial Securities, LLC, Citigroup Global Markets Inc, CitiCorp Investment Services, NatCity Investments, Inc, AXA Advisors, LLC and SunAmerica Securities, Inc. Eric holds several licenses including the Series 6, Series 7, and Series 63. Eric is dedicated to helping clients develop personalized financial plans and provides a variety of financial advisory 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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2
IL
07/05/2022 - Present
Savvy (Prospect Heights IL)
IN
09/02/2014 - 06/23/2016
UNIFIED FINANCIAL SECURITIES, LLC (INDIANAPOLIS IN)
IL
05/29/2007 - 03/03/2011
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
IL
12/16/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (CHICAGO IL)
OH
08/11/2003 - 12/02/2005
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NY
06/17/2002 - 03/19/2003
AXA ADVISORS, LLC (NEW YORK NY)
AZ
05/29/2001 - 03/01/2002
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 06/28/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/25/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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