Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Boegh is a registered representative with A.g.p. / Alliance Global Partners. Eric has been in the financial industry since 1994 and is licensed to provide investment advice in 51 states. Eric is a financial advisor with expertise in several areas, including financial planning, portfolio management, and selection of other advisors. Prior to joining A.g.p. / Alliance Global Partners, Eric was a registered representative with National Securities Corporation. Eric holds several industry certifications including Series 7, 63, 65, 24, 10, 99, and SIE.
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.
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.
A percentage of the total value of assets under management is charged.
Sub-adviser of pooled investment vehicle charges a performance f
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CA
04/28/2012 - Present
A.g.p. / Alliance Global Partners (SANTA MONICA CA)
CA
07/08/1997 - 04/05/2012
NATIONAL SECURITIES CORPORATION (SANTA MONICA CA)
WA
09/23/1996 - 07/14/1997
MAXWELL CAPITAL, INC. (SEATTLE WA)
NY
06/30/1995 - 09/24/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
04/05/1995 - 05/10/1996
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
CA
02/14/1995 - 03/30/1995
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
NY
06/13/1994 - 08/23/1994
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
OH
07/20/1994 - 08/05/1994
A. T. BROD & CO. INC. (CLEVELAND OH)
CO
04/21/1994 - 05/25/1994
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 07/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/12/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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