Eaton Financial Group

CONNECT

Address:

3111 North University Drive, Suite 404
Coral Springs, FL 33065

Phone:

(954) 575-9323

Fax/Other:

(954) 573-6546

 

 

 

 

 

 

 

 

 

 

Securities Licensing (Investments and Investment Advice)
 

  • Insurance Licensed for Life/Health/Disability  (03/1996)

  • Series 6: Investment Company Products/Variable Contracts  (06/1997)

  • Series 63: Uniform Securities Agent State Registration   (06/1997)

  • Series 65: Uniform Investment Adviser Law   (05/1999)

  • Series 7: General Securities Representative   (10/1999)

  • Series 24: General Securities Principal   (12/2000)

 

Investment Advisory State Registrations (as well as investment products):  CA, CT, FL, MO, NC, NJ, NM, OH, NY and PA.

FINRA State Registrations (investment products only): CA, CT, FL, MA, MO, NC, NJ, NM, OH, NY and PA.

Insurance Licensing (Life, Health, Disability, Long-Term Care and Annuities):  CA (Insurance Number 0F59779), CT, FL, ME, MO, NJ, NY, OH and PA.

 
Our Privacy Pledge

You are a valued client, and we at Eaton Financial Group strongly believe in protecting the confidentiality and security of the information we collect about our clients.

We have adopted the following policies and procedures to safeguard the personal information about you in our possession.

  • We do not sell or rent client information.
  • We share client information with financial professionals, affiliated companies and companies providing service on our behalf in order to provide you with ongoing personal advice and assistance with respect to the products and services you have purchased through us and to introduce you to other products and services that may be of value to you.
  • We share personal information about you with companies, which offer products and services through us to facilitate your purchase of a product or service from another company and to assist in administering the products or service you purchased.
  • Our policy is to require that all employees, financial professionals and companies providing services on our behalf keep client information confidential.  We do not share information about your health, insurability or credit standing without your approval.