Eric Brose
financial advisor at oasic institutions inc @ Osaic
Worcester, Massachusetts, United States
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Eric Brose is a highly experienced financial advisor with 32.9 years of work experience. He is based in the United States and specializes in regulations that allow him to receive recommendations on LinkedIn. Eric is known for his client referral approach and is a trusted advisor for individuals residing in the states of CT, FL, MA, ME, NH, NY, RI, WA. He has worked at Infinex Financial Group, Fidelity Cooperative Bank, LPL Financial, Wells Fargo, and GE Financial. Eric's expertise lies in securities and advisory services, offering securities and advisory services to individuals in the state of CT, FL, MA, ME, NH, NY, RI, WA.
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Emails and Phone Numbers

@fidelitybank.com
@infinexgroup.com
@osaic.com
+1 508868****
+1 513731****
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About

Specialties: Regulations prohibit me from receiving recommendations on LinkedIn. The best recommendation you can give me is a client referral.This communication is strictly intended for individuals residing in the states of CT, FL, MA, ME, NH, NY, RI, WA. No offers may be made or accepted from any resident outside these states due to various state and registration requirements regarding investment products and services. Securities and advisory services offered through Infinex Investments, Inc, Member FINRA(www.finra.org) / SIPC(www.sipc.org), a Registered Investment Advisor. Infinex located at Fidelity Bank, 465 Shrewsbury Street, Worcester, MA 01604http://www.infinexgroup.com/individual-investorsNot A Deposit * Not FDIC-Insured * Not Insured By Any Federal Government Agency * Not Guaranteed By The Bank * May Go Down In Value

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Work Experience

20 E Thomas Rd., Phoenix, AZ, 85012, US

Financial Services

1087
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Eric Brose's Professional Milestones

  • Vice President (2004-01-01~2012-11-01): Successfully implemented strategic initiatives to drive organizational growth and maximize operational efficiency.
  • Account Manager (1991-01-01~2000-01-01): Executing successful sales targets by nurturing strong client relationships and optimizing client loyalty.
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Education

Amherst Regional High School
Amherst Regional High School
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