Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Jordan Dorfman is a financial advisor registered with Fidelity Personal And Workplace Advisors. Eric is a registered representative in New York, Arkansas, California, Connecticut, Florida, Missouri, New Hampshire, New Jersey, North Carolina, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas and is an investment advisor representative in New York and Texas. Eric has been in the industry since March 19, 2013, and has experience with various firms including Beacon Gate LLC, G-2 Trading, LLC, Benchmarq Trading Partners LLC, Madison Proprietary Trading Group, LLC, and RBC Professional Trader Group LLC. Eric specializes in providing financial planning, educational seminars, and portfolio management for both individuals and businesses.
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.
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.
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.
1
2
NY
06/20/2023 - Present
Fidelity Personal AND Workplace Advisors (CHAPPAQUA NY)
NY
12/19/2013 - 07/21/2015
BEACON GATE LLC (NEW YORK NY)
NY
07/12/2011 - 07/11/2014
G-2 TRADING,LLC (NEW YORK NY)
NY
04/13/2011 - 07/12/2011
BENCHMARQ TRADING PARTNERS LLC (NEW YORK NY)
NY
08/28/2009 - 03/22/2011
MADISON PROPRIETARY TRADING GROUP, LLC (NEW YORK NY)
NY
04/18/2006 - 09/04/2009
RBC PROFESSIONAL TRADER GROUP LLC (NEW YORK NY)
BOTH
Issued 07/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/04/2022
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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