Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Ter braak is a financial advisor at UBS Financial Services Inc. Eric has been in the industry since June 2015. Previously, Eric was registered with Robo Securities, L.L.C. Eric is licensed to provide financial advice in the state of New Jersey. Eric has passed the Series 66, Series 7 and SIE exams. Eric specializes in a variety of financial products and services including: Insurance, Mutual Funds, Annuities, Variable Life Insurance, Variable Annuities, Equity Indexed Annuities, Fixed Annuities, Real Estate, Fixed Income, Options, Stocks and Retirement Planning.
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.
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.
See schedule d - miscellaneous
1
2
NJ
10/12/2017 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
MA
08/13/2013 - 12/22/2015
ROBECO SECURITIES, L.L.C. (BOSTON MA)
BOTH
Issued 08/14/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2013
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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