Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Chan is a financial advisor with Equitable Advisors, LLC, a large firm headquartered in New York, NY. He provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Eric has over 1 year of experience in the financial services industry. He holds Series 7TO, 63 and SIE licenses, and is registered with the state of California. Eric has previous experience with several other firms, including Institutional Cash Distributors, LLC, and Sanford C. Bernstein & Co., LLC.
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.
A percentage of the total value of assets under management is charged.
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CA
02/06/2025 - Present
Equitable Advisors, LLC (SAN FRANCISCO CA)
CA
12/01/2022 - 04/28/2023
EQUITABLE ADVISORS, LLC (SAN FRANCISCO CA)
CA
03/16/2022 - 08/23/2022
SANFORD C. BERNSTEIN & CO., LLC (SAN FRANCISCO CA)
NV
10/29/2021 - 03/04/2022
INSTITUTIONAL CASH DISTRIBUTORS, LLC (RENO NV)
BC
Issued 04/20/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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