Unclaimed
Eric Chuang is a financial advisor with over 15 years of experience in the financial services industry. Eric is currently registered with Insigneo International Financial Services LLC and Insigneo Securities, LLC. Prior to joining Insigneo, Eric worked at PAR5 CAPITAL & CO LLC, CREAND SECURITIES, EFG CAPITAL INTERNATIONAL, NEWBRIDGE SECURITIES CORPORATION, A. G. EDWARDS & SONS, INC., BEAR, STEARNS & CO. INC., and LAZARD FRERES & CO. LLC. Eric is a licensed Series 7, 24, 63 and 66 representative. Eric holds a SIE and a Series 7 license. Eric is registered to conduct business in Florida and Puerto Rico.
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.
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.
1
2
FL
05/02/2024 - Present
Insigneo International Financial Services LLC (Miami FL)
FL
09/05/2023 - 04/26/2024
PAR5 CAPITAL & CO LLC (Miami FL)
FL
08/23/2021 - 01/04/2023
CREAND SECURITIES (MIAMI FL)
FL
11/17/2015 - 10/25/2019
EFG CAPITAL INTERNATIONAL (MIAMI FL)
FL
07/10/2006 - 06/01/2012
NEWBRIDGE SECURITIES CORPORATION (FT. LAUDERDALE FL)
MO
12/17/2003 - 05/26/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
09/28/2001 - 04/03/2003
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
07/02/1999 - 04/12/2001
LAZARD FRERES & CO. LLC (NEW YORK NY)
BOTH
Issued 07/01/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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