Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Wolfman is a financial professional with over 25 years of experience in the industry. He has worked at several well-known financial institutions, including Jefferies & Company, Inc., J.P. Morgan Securities Inc., Credit Suisse First Boston LLC, and Salomon Smith Barney Inc. Eric currently works at Keybanc Capital Markets Inc. as a registered representative. His experience spans a range of financial services, including investment banking. Eric holds the Series 7, Series 79TO, and SIE licenses.
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.
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.
1
2
OH
08/22/2011 - Present
Keybanc Capital Markets Inc. (CLEVELAND OH)
NY
10/19/2009 - 08/05/2011
JEFFERIES & COMPANY, INC. (NEW YORK NY)
NY
10/01/2008 - 10/27/2009
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
07/29/2004 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
04/30/2003 - 07/16/2004
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NY
07/01/1996 - 12/31/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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