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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 Lubitz is an active investment advisor representative for UBS Financial Services Inc., a firm with over 700 billion dollars in assets under management. Eric Lubitz has been in the industry since October 1992, specializing in retirement planning, college planning, investment management, estate planning and financial planning. Prior to joining UBS Financial Services Inc. in March 2009, Eric Lubitz was employed by Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
FL
03/13/2009 - Present
UBS Financial Services Inc. (BOCA RATON FL)
FL
04/02/2007 - 03/11/2009
MORGAN STANLEY & CO. INCORPORATED (BOCA RATON FL)
FL
03/05/2001 - 04/02/2007
MORGAN STANLEY DW INC. (BOCA RATON FL)
NY
10/06/1992 - 02/28/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/10/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 10/05/1992
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
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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