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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 Lauk is a registered investment advisor representative with Alliancebernstein LP, with a focus on providing financial guidance and investment management services. Eric possesses a strong understanding of the financial markets and has obtained the necessary licenses and certifications, including the Series 7, Series 66, and Series 52 exams. Eric has over three years of experience in the financial industry, having previously worked at Coastal Equities, Inc. Eric's expertise and experience make him well-equipped to assist clients in achieving 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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
11/17/2023 - Present
Alliancebernstein LP (PHILADELPHIA PA)
PA
08/14/2020 - 10/30/2023
COASTAL EQUITIES, INC. (PHILADELPHIA PA)
BOTH
Issued 09/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2020
Series 52TO - Municipal Securities Representative Examination
BC
Issued 08/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/09/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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