Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric James Olshaw is a financial advisor with Moelis & Co. LLC based in Boston, Massachusetts. Eric has been working in the financial industry since September 20, 2020. Eric is registered with FINRA and is a licensed Series 7, 79, 63 and SIE. Eric has previously worked at SVB Securities LLC and Evercore Group L.L.C.
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.
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2
MA
05/10/2023 - Present
Moelis & Co. LLC (BOSTON MA)
MA
04/25/2022 - 05/17/2023
SVB SECURITIES LLC (BOSTON MA)
NY
09/21/2020 - 04/28/2022
EVERCORE GROUP L.L.C. (NEW YORK NY)
BC
Issued 09/25/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/21/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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