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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 John Kristenson is a registered investment advisor representative with Cohen & Steers Capital Management Inc. located in Foxboro, MA. Eric has been in the industry since 1997. Eric has held previous roles at Commonwealth Financial Network, OppenheimerFunds Distributor, Inc., Princor Financial Services Corporation, Fidelity Investments Institutional Services Company, Inc. and Putnam Mutual Funds Corp. Eric is licensed in 10 states: Connecticut, Maine, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island and Vermont. Eric also holds the Series 6, Series 7, Series 63 and Series 66 licenses. Eric is an active member of the financial industry and provides a variety of investment advisory services including portfolio management for businesses, individuals, investment companies and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio consulting svcs, index maintenance svcs
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Licensing, portfolio construction and evaluation fees
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2
MA
11/25/2024 - Present
Cohen & Steers Capital Management Inc. (Foxboro MA)
MA
09/03/2019 - 04/29/2022
COMMONWEALTH FINANCIAL NETWORK (FRAMINGHAM MA)
NY
10/06/2006 - 05/29/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
MA
12/18/2001 - 09/14/2006
PRINCOR FINANCIAL SERVICES CORPORATION (WALTHAM MA)
RI
10/25/1999 - 09/14/2001
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
MA
12/23/1996 - 09/14/1999
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
BOTH
Issued 10/07/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/20/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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