Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric David Gregerson is a financial advisor with Oppenheimer & Co. Inc. Eric has been in the financial services industry since June 1997. Eric is registered with the state of Minnesota and New York. Eric also holds the Series 6, 7, and 66 securities licenses as well as the Series 63 license. Eric previously worked at UBS Financial Services Inc., UBS Warburg LLC, Paine Webber Incorporated, American Express Financial Advisors Inc., and IDS Life Insurance Company. Eric specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Eric is a strong advocate for financial planning and provides services for retirement planning and pension consulting.
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.
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.
Earned based on transactions or products sold.
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.
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2
NY
04/07/2021 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
MN
10/03/2002 - 02/28/2014
UBS FINANCIAL SERVICES INC. (MINNEAPOLIS MN)
NY
11/03/2000 - 08/02/2002
UBS WARBURG LLC (NEW YORK NY)
NJ
04/18/2000 - 11/03/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MN
02/28/1997 - 04/09/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/28/1997 - 04/09/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/27/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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