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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Lamar is an active financial advisor with over 39 years of experience in the industry. Eric is registered with Equitable Advisors, LLC and has been with them since September of 1999. Eric previously worked with The Equitable Life Assurance Society of the United States and SMA Equities, Inc. Eric holds Series 6, 7, 63, and 65 licenses. Eric specializes in providing financial planning, pension consulting, and portfolio management for 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.
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.
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
PA
06/19/2017 - Present
Equitable Advisors, LLC (BALA CYNWYD PA)
NY
02/04/1988 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
12/17/1985 - 02/23/1988
SMA EQUITIES, INC.
NA
07/02/1984 - 02/06/1987
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
07/02/1984 - 02/06/1987
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
NA
07/02/1984 - 01/29/1987
LINCOLN NATIONAL PENSION INSURANCE COMPANY
IA
Issued 08/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/29/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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