Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Pol is a financial advisor with over 20 years of experience in the industry. Eric is registered to provide investment advisory services in 10 states including Virginia, California, and New York. Eric currently works at Cuso Financial Services, LP. Previously Eric worked at Edward Jones, Charles Schwab, and Suntrust Investment Services. Eric holds the Series 7, 9, 10, 24, 63, and 65 securities licenses. Eric is also a registered Principal.
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.
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
VA
04/01/2021 - Present
Cuso Financial Services, LP (Gainsville VA)
VA
08/30/2019 - 02/10/2021
EDWARD JONES (HAYMARKET VA)
VA
03/30/2016 - 08/27/2019
CHARLES SCHWAB & CO., INC. (Tysons Corner VA)
DC
06/25/2015 - 03/18/2016
SUNTRUST INVESTMENT SERVICES, INC. (WASHINGTON DC)
VA
08/01/2000 - 06/18/2015
SCOTTRADE, INC. (FAIRFAX VA)
FL
04/17/2000 - 07/07/2000
HENCORP BECSTONE SECURITIES, LC (MIAMI FL)
NY
05/31/2000 - 07/06/2000
REFCO SECURITIES, LLC (NEW YORK NY)
NJ
06/10/1999 - 01/21/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 08/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/16/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/01/2011
Series 4 - Registered Options Principal Examination
BC
Issued 07/02/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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