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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 Krouse is a financial advisor with Pinnacle Investments, LLC, a Registered Investment Advisor with the SEC. Eric has been in the financial services industry since 2001, working with individual investors, corporations, and high-net-worth individuals. Eric has a wide range of experience, including financial planning, portfolio management, and educational seminars. Eric also holds a Series 63 and a Series 65 license as well as a Series 4 and Series 24. Eric has extensive experience with Pinnacle Investments, LLC, and previously worked for Pinnacle Investments, Inc. and Citigroup Global Markets Inc.
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.
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.
A percentage of the total value of assets under management is charged.
Educational workshops
1
2
NY
04/12/2021 - Present
Pinnacle Investments, LLC (EAST SYRACUSE NY)
NY
12/01/2005 - 07/16/2007
PINNACLE INVESTMENTS, INC. (EAST SYRACUSE NY)
NY
03/02/2001 - 11/25/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 03/22/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2006
Series 4 - Registered Options Principal Examination
BC
Issued 05/16/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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