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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 Paul Bertonazzi is an active investment advisor with a career spanning over 20 years. Eric currently works for Wainwright Investment Counsel LLC, where he has been employed since July 2013, and is registered with the firm in Massachusetts. Prior to joining Wainwright Investment Counsel LLC, Eric was employed with WFS,LLC in Boston, MA. Eric also has experience with Wainwright Capital Partners LLC, a commodity pool operator and member of the National Futures Association. Eric is registered with the FINRA and the Series 65 and 63 exams. Eric's work focuses on providing bespoke advisory and consulting services to clients.
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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bespoke advisory and consult, solicit fees
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Bespoke advisory and consulting services
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2
MA
08/14/1999 - Present
Wainwright Investment Counsel LLC (BOSTON MA)
BC
Issued 2/19/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 5/8/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/19/2014
Series 3 - National Commodity Futures Examination
BC
Issued 2/9/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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