Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Gerstein is a financial advisor with over 35 years of experience in the industry. He is currently registered with GWN Securities Inc., in both New York and Florida. Eric has previously held positions at a number of other firms, including PMG Securities Corporation, Guardian Investor Services Corporation, and Descap Securities, Inc. Eric is licensed to sell securities in several states including California, Connecticut, Florida, Georgia, Illinois, Nevada, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, and others. Eric specializes in providing financial planning, market timing services, and portfolio management for individuals. Eric also offers selection of other advisors services to his clients.
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.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
NY
03/31/2021 - Present
GWN Securities Inc. (WARWICK NY)
NY
01/03/2005 - 03/19/2012
GWN SECURITIES INC. (BROOKLYN NY)
IL
02/26/1996 - 12/31/2004
PMG SECURITIES CORPORATION (ELGIN IL)
NY
02/07/1995 - 07/12/1996
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
01/20/1993 - 01/13/1995
DESCAP SECURITIES, INC. (NEW YORK NY)
MA
05/02/1989 - 01/18/1993
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/20/1985 - 01/18/1993
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 05/02/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Eric Gerstein is the right advisor for you? Invested Better is here to help.
