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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric J Graczyk is a financial professional with over 15 years of experience in the financial services industry. Eric is currently registered with Cetera Investment Advisers LLC, providing financial planning and investment advisory services to individuals, businesses, and institutions. Eric is licensed in several states, including Washington, California, Florida, Idaho, Montana, and Oregon. Eric holds the Series 6, Series 63, Series 65, and SIE licenses and is committed to providing his clients with personalized and comprehensive financial solutions.
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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WA
03/21/2024 - Present
Cetera Investment Advisers LLC (SPOKANE VALLEY WA)
WA
03/25/2017 - 05/09/2022
MML INVESTORS SERVICES, LLC (SPOKANE WA)
WA
06/22/2007 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SPOKANE WA)
IA
Issued 9/26/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/7/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/21/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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