Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Beck is a financial advisor with over 19 years of experience in the industry. Eric is currently registered with Third Lake Associates, LLC and Haveli Global Securities, LLC. Prior to joining these firms, Eric was with PRETIUM SECURITIES, LLC, Lincoln Financial Advisors Corporation, and Edward Jones. Eric is licensed in multiple states and holds Series 7, 63, 66, 24, 79TO, and 99TO 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.
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2
FL
01/19/2024 - Present
Third Lake Associates, LLC (TAMPA FL)
NY
10/02/2023 - 02/23/2024
PRETIUM SECURITIES, LLC (NEW YORK NY)
TX
01/16/2009 - 03/08/2010
LINCOLN FINANCIAL ADVISORS CORPORATION (DALLAS TX)
TX
09/08/2004 - 01/21/2009
EDWARD JONES (PLANO TX)
BOTH
Issued 05/21/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2022
Series 24 - General Securities Principal Examination
BC
Issued 06/28/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/20/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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