Eric Quinn (CRD# 2322198) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Putnam, CT and has over 31 years of experience in the finance industry.
CRD# 1049525
Fidelity Personal And Workplace Advisors
CRD# 2931681
Lpl Financial LLC
CRD# 2797520
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jun 2021 - Current | 2 |
| Gerardi Insurance Services | Putnam, CT | Mar 1994 - Current | 30 |
| Phoenix Home Life | E. Hartford, CT | Feb 1993 - Current | 31 |
| Voya Financial Advisors | Putnam, CT | Sep 2014 - Jun 2021 | 6 |
| Ing Financial Partners, Inc. | Putnam, CT | Jan 2004 - Aug 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2017 |
| S63 | Uniform Securities State Law Examination | May 1993 |
- CT
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Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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