Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Lyons is a financial advisor with over 25 years of experience in the industry. Eric currently works with Private Advisor Group, LLC, based in Morristown, NJ. Eric provides investment advisory services through Private Advisor Group, an independent investment advisor firm. Eric focuses on serving individuals, high net worth individuals, corporations, and pension and profit sharing plans. Eric previously held positions at Signature Securities, Terra Capital Markets LLC, Coastal Equities, Inc., and Blackbook Capital LLC. Eric holds multiple licenses and certifications including Series 7, Series 63, Series 66, Series 24, Series 4, Series 55, Series 99TO and SIE.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
10/17/2022 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
NY
10/10/2019 - 10/24/2022
SIGNATURE SECURITIES (New York NY)
NJ
11/03/2014 - 05/07/2018
TERRA CAPITAL MARKETS LLC (MAHWAH NJ)
NY
08/18/2014 - 10/07/2014
COASTAL EQUITIES, INC. (New York NY)
NY
10/25/2013 - 08/18/2014
BLACKBOOK CAPITAL LLC (NEW YORK NY)
PR
03/06/2013 - 10/30/2013
QUASAR TRADING, LLC (SAN JUAN PR)
NJ
09/11/2012 - 06/27/2013
COASTAL TRADE SECURITIES, LLC (SHORT HILLS NJ)
NY
03/06/2012 - 09/06/2012
HOLD BROTHERS CAPITAL LLC (NEW YORK NY)
NJ
05/28/2010 - 09/06/2012
HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C. (HOBOKEN NJ)
NJ
03/03/2003 - 05/28/2010
ASSENT LLC (PARSIPPANY NJ)
NY
09/18/2002 - 03/03/2003
ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)
NY
08/24/2001 - 01/02/2002
ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)
NJ
07/26/1995 - 03/06/2000
ALL-TECH DIRECT, INC. (MONTVALE NJ)
NJ
07/12/1994 - 02/09/1999
DOMESTIC SECURITIES, INC. (MONTVALE NJ)
NJ
05/23/1994 - 04/03/1995
HMS SECURITIES INC. (MONTVALE NJ)
NJ
04/28/1993 - 07/06/1994
ALL-TECH INVESTMENT GROUP, INC. (MONTVALE NJ)
NJ
03/18/1993 - 04/20/1994
HMS SECURITIES INC. (MONTVALE NJ)
BOTH
Issued 02/03/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/1994
Series 4 - Registered Options Principal Examination
BC
Issued 11/23/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 05/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/13/1993
Series 7 - General Securities Representative Examination
BC
Issued 03/16/1993
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
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