Unclaimed
Eric Kramer Dare is a financial professional with over 20 years of experience in the industry. Eric is currently a Registered Representative and Investment Advisor Representative with Vicus Capital, Inc. Eric has held various positions in the financial services industry, including Executive Vice President, Trustee of PFG 401(k) Plan, and Minority Owner of the company. Eric is also a Certified Financial Planner and has a strong understanding of the needs of high-net-worth individuals, corporations, and other businesses. Eric provides financial planning, investment management, and pension consulting services.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
03/06/2013 - Present
Vicus Capital, Inc. (STATE COLLEGE PA)
PA
09/25/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (STATE COLLEGE PA)
BOTH
Issued 10/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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