Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Winn is a securities professional with over 20 years of experience in the financial services industry. Eric is currently registered with Brighttower Securities LLC as a registered representative and is active in the state of New York. Prior to joining Brighttower Securities LLC, Eric held roles at Robert W. Baird & Co. Incorporated, KeyBanc Capital Markets Inc. and Pacific Crest Securities LLC. Eric holds the Series 7, Series 63, 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
NY
11/21/2023 - Present
Brighttower Securities LLC (New York NY)
OR
05/01/2018 - 10/27/2023
ROBERT W. BAIRD & CO. INCORPORATED (Lake Oswego OR)
OR
04/13/2015 - 04/10/2018
KEYBANC CAPITAL MARKETS INC. (PORTLAND OR)
OR
07/23/2008 - 04/13/2015
PACIFIC CREST SECURITIES LLC (PORTLAND OR)
CA
05/25/2006 - 06/23/2008
BEAR, STEARNS & CO. INC. (SAN FRANCISCO CA)
CA
11/05/2003 - 03/15/2006
FRIEDMAN, BILLINGS, RAMSEY & CO., INC. (LOS ANGELES CA)
BC
Issued 12/22/2003
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 11/04/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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