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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 Ghafar Warasta is a financial advisor at Moody, Lynn, Lieberson & Walker, LLC. Eric has been a registered investment advisor since 2017 and is registered in the state of Massachusetts. Eric has a Series 63, Series 7, Series 86 and Series 87. Eric is also a Chartered Financial Analyst. Eric has worked in the industry since 2004 and specializes in financial planning, portfolio management for individuals and pooled investment vehicles. Eric previously worked at PACIFIC GROWTH EQUITIES, LLC in San Francisco, CA.
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.
A percentage of the total value of assets under management is charged.
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MA
09/21/2017 - Present
Moody, Lynn, Lieberson & Walker, LLC (BOSTON MA)
CA
08/18/2004 - 08/29/2005
PACIFIC GROWTH EQUITIES, LLC (SAN FRANCISCO CA)
BC
Issued 08/18/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/28/2004
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 08/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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