Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Goldstein is a registered investment advisor representative with Equity Services, Inc. He is located in OXFORD, CT. Eric has been in the industry since 2004. His firm also has a location in White Plains, NY. Eric is a registered representative with both FINRA and the state of Connecticut. Eric is licensed to provide investment advice and sell securities in both Connecticut and New York. He holds a Series 7 General Securities Representative Examination and a Series 66 Uniform Combined State Law Examination. Eric has previously worked with PRUCO SECURITIES, LLC., AMERITAS INVESTMENT CORP., and Equity Services, Inc. Eric has a total of 4 years of prior experience.
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.
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.
1
2
CT
04/16/2014 - Present
Equity Services, Inc. (OXFORD CT)
CT
02/04/2010 - 01/30/2014
PRUCO SECURITIES, LLC. (SHELTON CT)
NY
04/03/2009 - 02/16/2010
AMERITAS INVESTMENT CORP. (WHITE PLAINS NY)
CT
02/13/2007 - 01/02/2009
EQUITY SERVICES, INC. (NEW CANAAN CT)
CT
04/08/2004 - 01/10/2007
PRUCO SECURITIES, LLC. (MIDDLEBURY CT)
BOTH
Issued 05/03/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Eric Goldstein is the right advisor for you? Invested Better is here to help.
