Eric Siegeltuch
Financial Advisor at Cetera Financial Specialists LLC
- Role
- Financial Advisor at Cetera Financial Specialists
- Location
- Yonkers, NY, US
- LinkedIn followers
- 500 followers
About Eric Siegeltuch
Also an art advisor, former gallerist and artist representative in New York for the last…
Experience
Financial Advisor
Mar 2013 — Present
Over the last 30 years, I have specialized in many facets of small business planning, including benefits planning, investment management, succession planning and estate planning. I also specialize in helping artists and other art world participants in relevant aspects of estate planning, and collection management, calling upon my 50 + years of active involvement in the New York art world.Securities offered through Cetera Financial Specialists LLC (doing business in CA as CFGFS Insurance Agency), Member FINRA/SIPC. Advisory services offered through Cetera Investment Advisors LLC. Cetera entities are under separate ownership from any other named entity. Phone:(91••••••63(Cell):(91••••••66(Fax):(91••••••84email:
Education
Greshams School
English 'Public School'
1963 — 1964
Columbia University School of Public and International Affairs
Developmental Economics
1969 — 1970
Colby College
Bachelor of Arts - BA
1965 — 1969
Harris Manchester College, Oxford University, Oxford, England
Politics, Philosophy and Economics and Art History
1967 — 1968
Skills
- Retirement Planning
- Insurance
- Series 7
- Retirement
- Strategic Financial Planning
- Small Business
- Budgets
- Life Insurance
- Strategic Planning
- Investment Advisory
- Public Speaking
- Estate Planning
- Iras
- Investments
- Long-Term Care
- Asset Allocation
- Mutual Funds
- Microsoft Word
- Microsoft Excel
- Powerpoint
- Fixed Annuities
- Microsoft Office
- Financial Planners
- Series 63
- Wealth Management
- Disability Insurance
- Wealth
- Term Life Insurance
- Employee Benefits
- Customer Service
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.