Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Peter Radzak is an active registered representative with Private Client Services, LLC since January 3rd, 2018. Eric has been in the financial industry since August 3rd, 2004. Prior to joining Private Client Services, LLC, Eric was employed by SII INVESTMENTS, INC. Eric has a Series 63, Series 7, and Series 24 licenses and specializes in providing services for high net worth individuals and corporations. Eric has experience working with a variety of clients including insurance companies, pension and profit-sharing plans, corporations, and 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.
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.
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.
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2
WI
01/03/2018 - Present
Private Client Services, LLC (Green Bay WI)
WI
08/18/2016 - 12/31/2017
SII INVESTMENTS, INC. (GREEN BAY WI)
IL
04/01/2011 - 04/06/2015
RAYMOND JAMES & ASSOCIATES, INC. (CHICAGO IL)
IL
03/27/2007 - 06/28/2011
HOWE BARNES HOEFER & ARNETT, INC. (CHICAGO IL)
IL
04/25/2006 - 03/20/2007
PIPER JAFFRAY & CO. (CHICAGO IL)
IL
11/08/2004 - 05/03/2006
HOWE BARNES INVESTMENTS, INC. (CHICAGO IL)
IL
12/11/2002 - 08/05/2004
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
BC
Issued 11/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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