Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Kodish is a financial advisor at United Planners' Financial Services Of America A Limited Partner. Eric is a CERTIFIED FINANCIAL PLANNER™ professional with over 10 years of experience in the financial services industry. Eric provides financial planning and investment management services to a range of clients, including individuals, families, businesses, and charitable organizations. Eric is registered with the state of New Jersey and is a member of the Financial Industry Regulatory Authority (FINRA).
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NJ
10/07/2016 - Present
United Planners' Financial Services OF America A Limited Partner (Moorstown NJ)
NJ
11/22/2011 - 10/10/2016
AMERIPRISE FINANCIAL SERVICES, INC. (MARLTON NJ)
BOTH
Issued 02/07/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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