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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 Pasquini is a financial advisor with Cetera Investment Advisers LLC, specializing in providing investment advice. Eric has over 20 years of experience in the financial services industry. Eric is also registered with CUNA Brokerage Services, Inc. and Lincoln Financial Advisors Corporation. Eric holds Series 63, 65, 7, and SIE licenses. Eric is committed to helping clients achieve their financial goals.
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
PA
08/06/2021 - Present
Cetera Investment Advisers LLC (LEMOYNE PA)
PA
06/25/2021 - 07/30/2021
LINCOLN FINANCIAL ADVISORS CORPORATION (Harrisburg PA)
PA
08/11/2009 - 05/03/2021
CUNA BROKERAGE SERVICES, INC. (Harrisburg PA)
PA
08/26/2002 - 08/06/2009
ALLSTATE FINANCIAL SERVICES, LLC (LEBANON PA)
MN
04/19/2000 - 08/29/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/19/2000 - 08/29/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 9/29/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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