Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Katauskas is an investment advisor representative, working in the financial services industry since 1998. Eric is currently registered with Osaic Wealth, Inc. in Maitland, FL. Eric is also registered with the state of Florida as an investment advisor representative. Previously, Eric worked at Woodbury Financial Services, Inc. in Maitland, FL, and Lincoln Financial Advisors Corporation in Fort Wayne, IN. Eric holds the Series 66, SIE, and Series 7 licenses. Eric is a Certified Financial Planner, and is a board member for Canopy Risk Retention Group, Inc.
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.
1
2
FL
01/19/2024 - Present
Osaic Wealth, Inc. (MAITLAND FL)
FL
04/30/2002 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (MAITLAND FL)
IN
10/20/1998 - 04/15/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/20/1998 - 04/15/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 10/12/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Eric Katauskas is the right advisor for you? Invested Better is here to help.
