Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Matthew Kotecki is a financial advisor in Gastonia, North Carolina. Eric is a Certified Financial Planner who has been working in the financial services industry since September 2018. Eric is registered with the state of North Carolina and is associated with Credit Union Investment Services. Eric has a variety of financial products and services available to clients, including investment advisory services, financial planning, educational seminars, 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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NC
08/17/2023 - Present
Credit Union Investment Services (Gastonia NC)
BC
Issued 07/14/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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