Unclaimed
Eric Vasil is a financial professional with over 10 years of experience in the industry. Eric is currently registered with Private Advisor Group, LLC, and offers financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. Eric is also registered as an investment advisor representative with the state of Pennsylvania. Previously, Eric was registered with Brighthouse Securities, LLC and MetLife Investors Distribution Company. Eric is a Chartered Financial Consultant and holds the Series 6, Series 7, 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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
PA
03/02/2021 - Present
Private Advisor Group, LLC (Southampton PA)
NC
03/06/2017 - 02/25/2021
BRIGHTHOUSE SECURITIES, LLC (CHARLOTTE NC)
NC
10/21/2011 - 03/06/2017
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
BC
Issued 12/10/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Eric Vasil is the right advisor for you? Invested Better is here to help.