Eric Brose, Financial Advisor, Infinex Financial Group

At Infinex Financial Group located at Fidelity Bank, we hope that you'll feel like you're being listened to and treated with care. To that end, when you meet with me, Eric Brose, I follow a process of getting to know you, your needs and interests. I then set about translating your interests and needs into a financial plan of products and services. I seek to find a plan tailored to meet your goals,

and one that you feel comfortable with. On an ongoing basis, we'll review and manage your portfolio, and will also adjust your portfolio over time to meet your changing circumstances. And as time goes on, I look forward to being a source of information and resources to help you be prepared to address many of the family and personal situations that may arise. My Background

Education and Experience:
MBA, Tulane University, New Orleans
BA, George Washington University
Financial Advisor since 1999

Licenses and Certifications:
Series 7: General Securities Representative
Series 63: Uniform Securities Agent
Series 65: Uniform Investment Advisor
Life & Health Insurance License

Investment and Insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Infinex and the Bank are not affiliated. Funds are not a deposit, not FDIC insured, not insured by any federal government agency, not guaranteed by the bank, may go down in value.