Eric Jay Vetack

Institutional Consultant

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Location:

15720 John J Delaney Dr, Charlotte, NC 28277

Industry:

Financial Services

Work:

Compass Financial Partners Jan 2015 - Oct 2016
Institutional Consultant and Wealth Management Advisor
Wellpoint Wealth & Retirement Sep 2009 - Dec 2014
Director
Sep 2009 - Dec 2014
Institutional Consultant
Lpl Financial Sep 2009 - Dec 2014
Institutional Consultant and Wealth Management Advisor
Bank of America Merrill Lynch Aug 2007 - Sep 2009
Wealth Management Advisor

Education:

Skills:

Aif
Cpa
Cfp
Crpc
Retirement Plan Consulting
401K Rollover Startegies
Retirement Accumulation Strategies
Retirement Lifestyle Income Planning
Private Wealth Management
Finacial Life Planning
Portfolio Construction
Asset Allocation
Portfolio Risk Assessments
Alternative Investment Strategies
Insurance Strategies
Long Term Care Solutions
Succession Planning
Income and Estate Taxation
Trust and Estate Planning and Services
Executive Compensation Planning
Ristricted Stock and Stock Option Analysis
Control and Restricted Securities
Hedging and Monetization Strategies

Certifications:

Cpa - Certified Public Accountant
Cfp® - Certified Financial Planner ™
Crpc® - Chartered Retirement Planning Counselor℠
Securities Registrations: S24 - General Securities Principal
Securities Registrations: S7 - General Securities Representative
Securities Registrations: S63 Uniform Securities Agent State Law
Securities Registrations: S65 - Uniform Combined State Law
Life, Variable Life & Variable Annuity, Accident & Health Or Sickness Insurance Licenses
Aif®, Accredited Investment Fiduciary®
Cpa - Certified Public Accountant (Link)
Cfp® - Certified Financial Planner ™ (Link)
Crpc® - Chartered Retirement Planning Counselor℠ (Link)
Securities Registrations: S24 - General Securities Principal (Link)
Securities Registrations: S7 - General Securites (Link)
Securities Registrations: S63 Uniform State License (Link)
Securities Registrations: S65 - Licensed Investment Advisor (Link)
Life, Variable Life & Variable Annuity, Accident & Health Or Sickness Insurance Licenses (Link)
Securities Registrations: S7 - General Securites
Securities Registrations: S63 Uniform State License
Securities Registrations: S65 - Licensed Investment Advisor
Nc State Board of Cpa Examiners
Certified Financial Planner Board of Standards, Inc
College For Financial Planning®
Securities Registrations Are Held Through Lpl Financial.
Nc Department of Insurance