Eric Kaleta Email & Phone Number

Results-driven Licensed Registered Representative with extensive background in the Financial Services Industry which includes servicing companies retirement plans, selling and establishing retirement plans, counseling plan participants on their distribution options. Sales background which has been focused on sales and retention of retirement plans and mutual funds.Securities Offered Through M Holdings Securities, Inc, a FINRA/SIPC member broker/dealer. Advisory services offered through LRI Investments, LLC, an SEC registered investment advisor. M Holdings Securities, Inc. and LRI Investments, LLC are unaffiliated separate legal entities. Third party posts found on this profile are for informational purposes only and do not necessarily reflect the views of M Holdings Securities, Inc., LRI Investments, LLC, nor its Associated Persons/Affiliates, and have not been reviewed by M Holdings Securities, Inc. or LRI Investments, LLC for accuracy or completeness. Nothing herein is intended to provide specific advice, provide a recommendation to buy or sell securities or serve as a recommendation for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The examples used are for illustrative purposes and may not be representative of the experiences of other clients, and they are not indicative of future performance or success. All investment includes the risk of loss, including the entire loss of the principal amount invested

Listed skills include Mutual Funds, Retirement Planning, Retirement, Series 7, and 14 others.

• 

  Western New England University

  Finance