Unclaimed
Eric Kuchherzki is a financial professional with over 16 years of experience in the industry. Eric is currently registered with Centaurus Financial, Inc. and is located in Burlingame, California. Eric has previously worked with firms such as Taylor Capital Management Inc., Questar Capital Corporation, and Princor Financial Services Corporation. Eric specializes in providing financial planning and portfolio management services to individuals, corporations, and high-net-worth clients. Eric holds the Series 7, Series 55, Series 63, and SIE licenses.
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.
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2
CA
07/18/2018 - Present
Centaurus Financial, Inc. (BURLINGAME CA)
CA
05/20/2013 - 07/18/2018
TAYLOR CAPITAL MANAGEMENT INC. (BURLINGAME CA)
CA
02/24/2011 - 01/17/2013
QUESTAR CAPITAL CORPORATION (BURLINGAME CA)
CA
08/05/2008 - 04/20/2009
PRINCOR FINANCIAL SERVICES CORPORATION (SAN MATEO CA)
CA
01/24/2007 - 11/02/2007
EMERSON EQUITY LLC (SAN MATEO CA)
CA
10/04/2004 - 01/27/2006
FORESTERS EQUITY SERVICES, INC. (MILPITAS CA)
NY
08/28/2003 - 09/05/2003
A.B. WATLEY, INC. (NEW YORK NY)
NJ
07/10/2003 - 08/25/2003
MILLENNIUM BROKERAGE, L.L.C. (CHATHAM NJ)
CA
03/27/2002 - 06/28/2002
PREFERREDTRADE, INC. (SAN FRANCISCO CA)
NY
03/20/1998 - 06/03/1998
GILFORD SECURITIES INCORPORATED (NEW YORK NY)
CA
08/14/1997 - 03/04/1998
DISCOVER BROKERAGE DIRECT, INC. (SAN FRANCISCO CA)
CA
05/08/1997 - 08/15/1997
L. H. ALTON & COMPANY (SAN FRANCISCO CA)
BC
Issued 12/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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