Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Joshua Goldberg is an Investment Advisor Representative with Ameritas Advisory Services, LLC. Eric has over 25 years of experience in the financial services industry and holds both Series 63 and Series 65 licenses. Eric is also licensed to provide insurance and financial planning services. Previously Eric worked for Prudential Securities Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, MetLife Securities Inc. and NYLIFE Securities LLC. Eric has provided financial planning services for a variety of clients including individuals, corporations, and institutions.
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.
Solicitor fees
1
2
NY
11/01/2021 - Present
Ameritas Advisory Services, LLC (MELVILLE NY)
NY
07/22/2019 - 08/23/2019
PRUCO SECURITIES, LLC. (Syosset NY)
NY
02/08/2010 - 01/05/2016
NYLIFE SECURITIES LLC (JERICHO NY)
NY
03/21/2002 - 01/22/2010
METLIFE SECURITIES INC. (HAUPPAUGE NY)
NY
03/21/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (HAUPPAUGE NY)
NY
08/28/1997 - 03/12/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
09/08/1994 - 09/02/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/04/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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