Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Viavattene is a Registered Investment Advisor (RIA) affiliated with Almanack Investment Partners, LLC and Kingsly Capital, LLC. Eric has over 20 years of experience in the financial services industry and holds a Series 7 and Series 66 license. Eric specializes in providing financial planning, portfolio management for individuals and businesses, as well as educational seminars for clients. Eric is dedicated to providing high-quality financial advice and helping clients reach their financial goals.
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
PA
02/29/2024 - Present
Almanack Investment Partners (WAYNE PA)
AZ
09/27/2011 - 06/23/2014
H.D. VEST INVESTMENT SERVICES (PHOENIX AZ)
AZ
02/26/2010 - 09/06/2011
MADISON AVENUE SECURITIES, INC. (PHOENIX AZ)
AZ
01/04/2007 - 12/31/2009
MML INVESTORS SERVICES, INC. (PHOENIX AZ)
AZ
05/22/2001 - 01/19/2007
PRINCOR FINANCIAL SERVICES CORPORATION (SCOTTSDALE AZ)
IN
09/26/2000 - 04/27/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/26/2000 - 04/27/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 04/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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