Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Schwarzbach is a financial professional with over 16 years of experience in the industry. Eric is currently registered with J.P. Morgan Securities LLC and holds Series 7, 63, SIE and 79TO licenses. Eric has previously worked at Macquarie Capital (USA) Inc., Fox-Pitt Kelton Cochran Caronia Waller (USA) LLC, and Morgan Stanley & Co., Incorporated. Eric has a wide range of experience in the financial industry and is committed to providing clients with personalized financial advice and guidance.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
08/03/2017 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
12/01/2009 - 05/12/2017
MACQUARIE CAPITAL (USA) INC. (NEW YORK NY)
NY
04/02/2008 - 12/01/2009
FOX-PITT KELTON COCHRAN CARONIA WALLER (USA) LLC (NEW YORK NY)
NY
05/23/2006 - 11/21/2007
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BC
Issued 06/07/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
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