Unclaimed
Eric Zebrauskas is an Investment Advisor Representative at Independent Financial Partners, a registered investment advisor located in Tampa, Florida. Eric is a registered representative in 18 states and also holds several licenses including Series 7, Series 6, Series 62, Series 63 and SIE. In addition to Eric's current role at Independent Financial Partners, Eric has also been a registered representative for other firms, including TCFG Wealth Management, LLC, Summit Brokerage Services, Inc. and Securities Service Network, Inc. Eric has over 20 years of experience in the financial services industry and has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Eric is committed to providing his clients with personalized financial advice and guidance.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
11/04/2021 - Present
Independent Financial Partners (TAMPA FL)
IN
06/25/2020 - 10/20/2021
TCFG WEALTH MANAGEMENT, LLC (Carmel IN)
IN
10/09/2018 - 06/14/2019
TCFG WEALTH MANAGEMENT, LLC (Carmel IN)
IN
04/26/2013 - 10/16/2018
SUMMIT BROKERAGE SERVICES, INC. (CARMEL IN)
IN
10/01/2012 - 04/15/2013
SECURITIES SERVICE NETWORK, INC. (CARMEL IN)
IN
11/09/2006 - 10/11/2012
PROEQUITIES, INC. (CARMEL IN)
IN
11/18/2003 - 11/09/2006
CFD INVESTMENTS, INC. (NOBLESVILLE IN)
MN
01/04/2002 - 11/18/2003
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
NY
08/22/2001 - 01/07/2002
PARK AVENUE SECURITIES LLC (NEW YORK NY)
IA
Issued 04/23/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/21/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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