Unclaimed
Eric Bachinsky is a financial advisor with over 40 years of experience in the industry. Eric is currently registered with Raymond James & Associates, Inc. and has previously worked for several other firms including Robert W. Baird & Co. Incorporated, Northwestern Mutual Investment Services, LLC, PaineWebber Incorporated, Prudential Securities Incorporated, and Thomson McKinnon Securities Inc. Eric is registered in several states and holds multiple licenses including Series 7, Series 9, Series 10, Series 31, and Series 63. Eric specializes in providing financial planning, portfolio management, and other advisory services to a wide range of clients.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
08/07/2018 - Present
Raymond James & Associates, Inc. (Minneola FL)
FL
04/22/1998 - 03/24/2006
ROBERT W. BAIRD & CO. INCORPORATED (PALM BEACH GARDENS FL)
WI
01/11/2002 - 03/01/2004
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
NJ
09/15/1992 - 04/23/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
08/25/1989 - 09/08/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/24/1981 - 08/25/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
BC
Issued 08/26/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/17/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 07/18/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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