Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Zoldan is a financial advisor at A.G.P. / Alliance Global Partners, based in New York, NY. Eric has been in the industry since 1997 and holds Series 7, 24, 63 and 65 licenses. Eric is also a Certified Financial Planner. Eric has experience working with high-net-worth individuals, corporations, and other businesses. Eric has a wide range of experience, and is well-equipped to help individuals and businesses achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Sub-adviser of pooled investment vehicle charges a performance f
1
2
NY
07/30/2019 - Present
A.g.p. / Alliance Global Partners (New York NY)
NY
06/09/2015 - 07/29/2019
CALTON & ASSOCIATES, INC. (New York NY)
NY
03/23/2010 - 06/10/2015
JHS CAPITAL ADVISORS, LLC (NEW YORK NY)
NY
12/15/2005 - 03/26/2010
GUNNALLEN FINANCIAL, INC (NEW YORK NY)
NY
05/03/2002 - 12/16/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
11/19/1999 - 05/07/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
09/22/1997 - 11/29/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
02/10/1997 - 07/25/1997
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 11/09/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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