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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 Joseph Lazzari is a registered investment advisor representative with Global Retirement Partners LLC. Eric has been in the industry since 1998 and holds licenses in Massachusetts and New Hampshire. Prior to joining Global Retirement Partners LLC, Eric worked at LPL FINANCIAL LLC, CAPITOL SECURITIES MANAGEMENT, INC., INVESTORS CAPITAL CORP., NEW ENGLAND SECURITIES, and NFP SECURITIES, INC. Eric has a strong background in providing investment advice to individuals, businesses, and retirement plans. He also specializes in financial planning, pension consulting, 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.
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.
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MA
08/06/2018 - Present
Global Retirement Partners LLC (FRAMINGHAM MA)
MA
11/17/2015 - 12/21/2021
LPL FINANCIAL LLC (ANDOVER MA)
MA
01/03/2006 - 11/17/2015
CAPITOL SECURITIES MANAGEMENT, INC. (FRAMINGHAM MA)
MA
05/22/2003 - 12/31/2005
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
NY
06/13/2000 - 06/10/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
TX
11/16/1999 - 06/08/2000
NFP SECURITIES, INC. (AUSTIN TX)
MA
10/15/1998 - 12/01/1999
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
IA
Issued 03/22/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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