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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Eliezer Vidal is a financial advisor with LPL Financial LLC in BOSTON, MA. Eric Eliezer Vidal has been in the financial services industry since April 18, 2013. Prior to joining LPL Financial LLC, Eric Eliezer Vidal was employed by UBS FINANCIAL SERVICES INC. in PROVIDENCE, RI. Eric Eliezer Vidal holds the Series 7, Series 9, Series 10, Series 66, Series 99 and SIE licenses. Eric Eliezer Vidal is registered to provide investment advice in Massachusetts.
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.
Consulting and other non-discretionary advisory services
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.
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2
MA
10/25/2021 - Present
LPL Financial LLC (BOSTON MA)
RI
04/19/2013 - 10/12/2021
UBS FINANCIAL SERVICES INC. (PROVIDENCE RI)
BOTH
Issued 12/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/05/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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