Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Kucinskas is a financial professional with over 10 years of experience in the financial services industry. Eric is currently registered with Equity Services, Inc. and is located in Montpelier, VT. Eric has passed the Series 27, SIE, and Series 99 exams and holds a FINRA registration. Eric has experience with clients such as corporations or other businesses, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. Eric offers a variety of financial planning services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VT
08/13/2012 - Present
Equity Services, Inc. (MONTPELIER VT)
VT
02/24/2014 - 10/27/2017
SENTINEL FINANCIAL SERVICES COMPANY (MONTPELIER VT)
BC
Issued 10/06/2014
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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