Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Ackerman is a financial advisor with LPL Financial LLC in WEST PALM BEACH, FL. Eric has been in the financial services industry since June 11, 2009 and has been registered with LPL Financial LLC since July 19, 2024. Eric has been registered with several other firms prior to joining LPL Financial LLC, including OSAIC INSTITUTIONS, INC., CITIGROUP GLOBAL MARKETS INC., FOUR POINTS CAPITAL PARTNERS LLC, and COLUMBUS ADVISORY GROUP, LTD.. Eric holds the Series 7 and Series 66 licenses, and is registered to provide investment advice in Florida and New York. Eric offers a variety of financial services including investment advice, financial planning, and portfolio management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
1
2
FL
07/19/2024 - Present
LPL Financial LLC (WEST PALM BEACH FL)
NY
05/01/2019 - 06/20/2024
OSAIC INSTITUTIONS, INC. (NEW YORK NY)
NY
07/24/2017 - 05/01/2019
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
06/18/2013 - 06/15/2017
FOUR POINTS CAPITAL PARTNERS LLC (NEW YORK NY)
NY
04/08/2009 - 07/16/2013
COLUMBUS ADVISORY GROUP, LTD. (NEW YORK NY)
BOTH
Issued 08/30/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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