Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Caisse is an investment advisor representative who has been in the financial services industry since 1997. Eric is currently associated with Csenge Advisory Group, LLC and Lion Street Advisors, LLC. In addition to the two firms Eric is currently affiliated with, Eric has previously been registered with FSC Securities Corporation and Corporate Securities Group, Inc. Eric holds both Series 63 and Series 65 licenses. Eric is also a Certified Financial Planner. Eric specializes in providing investment advice, financial planning and asset allocation services to both individuals and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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.
1
2
FL
02/20/2001 - Present
Csenge Advisory Group, LLC (CLEARWATER FL)
FL
06/26/1998 - 07/31/2018
FSC SECURITIES CORPORATION (CLEARWATER FL)
MO
07/23/1997 - 07/14/1998
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
IA
Issued 06/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2016
Series 4 - Registered Options Principal Examination
BC
Issued 12/04/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2018
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Eric Caisse is the right advisor for you? Invested Better is here to help.
