Unclaimed
Eric Brown Propper is an investment advisor representative associated with CIBC Private Wealth Advisors, Inc. Eric has been working in the financial industry since 1981. Eric is registered in numerous states and has a wide range of experience in providing financial advice to individuals, corporations, and institutions. He is a Chartered Financial Analyst and has extensive experience in portfolio management and financial planning. Eric is dedicated to providing personalized financial advice that meets the unique needs of each client.
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.
Strategic management for diversified investment portfolios.
Index provider
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.
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.
1
2
FL
02/16/2023 - Present
Cibc Private Wealth Advisors, Inc. (West Palm Beach FL)
NY
01/12/2011 - 01/02/2014
INVESCO DISTRIBUTORS, INC. (NEW YORK NY)
TX
12/07/2007 - 03/26/2009
INVESCO AIM DISTRIBUTORS, INC. (HOUSTON TX)
NY
09/19/2005 - 12/07/2007
AT INVESTOR SERVICES, INC. (NEW YORK NY)
MA
04/17/1998 - 12/31/2000
LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)
CT
10/04/1993 - 03/18/1998
J. BUSH & CO., INCORPORATED (NEW HAVEN CT)
NY
07/31/1993 - 10/07/1993
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
05/14/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
01/31/1983 - 05/14/1988
E. F. HUTTON & COMPANY INC
NA
11/17/1981 - 02/08/1983
MOSELEY, HALLGARTEN, ESTABROOK & WEEDEN, INC.
BC
Issued 11/23/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/25/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/2011
Series 24 - General Securities Principal Examination
BC
Issued 06/17/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1984
Series 3 - National Commodity Futures Examination
BC
Issued 10/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Eric Propper is the right advisor for you? Invested Better is here to help.