Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Vincent Edwards is a financial professional with over 15 years of experience in the industry. Eric is registered as an Investment Advisor Representative with Avantax Advisory Services. Eric is also a licensed insurance agent with Avantax Insurance Agency, LLC and offers a variety of financial services. Eric's clients include high net worth individuals, individuals other than high net worth, corporations and pension and profit-sharing plans. Eric is based in East Hampton, Connecticut and has offices at 10 Summit St, Suite 6.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CT
09/22/2015 - Present
Avantax Advisory Services (East Hampton CT)
IA
Issued 09/16/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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