Unclaimed
Eric Studer is a financial advisor based in Newtown, Pennsylvania. Eric has been in the financial services industry since 1993 and has a wide range of experience in securities and investment advising. Eric is currently registered as a Registered Representative with PGIM Investments LLC. He is also registered as an Investment Advisor Representative with the firm in Pennsylvania. Eric has held prior positions at various firms including Rydex Distributors, LLC, Columbia Management Investment Distributors, Inc., Columbia Management Distributors, Inc., Van Kampen American Capital Distributors, Inc., and Putnam Mutual Funds Corp. Eric holds the Series 6, 7, 24, 26, 63 and 65 securities 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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
12/14/2011 - Present
Pgim Investments LLC (Newtown PA)
NY
03/11/2011 - 09/19/2011
RYDEX DISTRIBUTORS, LLC (NEW YORK NY)
MA
05/01/2010 - 02/17/2011
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
06/03/1997 - 05/01/2010
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
TX
03/03/1997 - 06/04/1997
VAN KAMPEN AMERICAN CAPITAL DISTRIBUTORS, INC. (HOUSTON TX)
MA
11/02/1993 - 01/20/1997
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
IA
Issued 04/05/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2008
Series 24 - General Securities Principal Examination
BC
Issued 12/07/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/01/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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