Unclaimed
Eric Banson is a financial advisor with Park Avenue Securities LLC. Eric has been working in the financial industry since August 28, 2004. Eric is registered with FINRA and the state of New York. Eric holds the following licenses: Series 7, Series 7TO, Series 63, Series 66, and SIE. Eric has prior experience with Wells Fargo Securities, LLC, and UBS Securities LLC. Eric is a specialist in investment advisory services, portfolio management, and financial planning.
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.
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
09/15/2020 - Present
Park Avenue Securities LLC (RYE BROOK NY)
NA
01/19/2010 - 04/06/2016
WELLS FARGO SECURITIES, LLC (CENTRAL )
NY
08/14/1999 - 04/02/2009
UBS SECURITIES LLC (NEW YORK NY)
BOTH
Issued 08/11/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/02/2020
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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