Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Nan is a registered representative with Morgan Stanley. Eric has been in the industry since July 1997 and is licensed to provide investment advice in 39 states. He has a history of working for various firms, including UBS Financial Services Inc. and Citigroup Global Markets Inc. Eric’s areas of specialization include providing investment advice to individuals, businesses, and investment companies. He is dedicated to helping clients reach their financial goals through personalized financial planning and portfolio management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
PA
06/01/2009 - Present
Morgan Stanley (Sewickley PA)
PA
03/13/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WEXFORD PA)
PA
08/29/2003 - 03/26/2009
UBS FINANCIAL SERVICES INC. (PITTSBURGH PA)
NY
07/07/1997 - 09/12/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 12/04/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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