Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Lordi is a financial advisor who has been in the industry since 2007. Eric is registered with Citigroup Global Markets Inc. and is licensed to provide investment advice in all 50 states. Eric has a wide range of experience working for firms such as Morgan Stanley, Barclays Capital Inc., and Merrill Lynch. Eric has a strong background in financial planning, asset allocation advice, and portfolio management for businesses and individuals.
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.
Asset allocation advice
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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2
NY
02/18/2025 - Present
Citigroup Global Markets Inc. (New York NY)
NY
02/17/2016 - 05/23/2022
MORGAN STANLEY (PURCHASE NY)
NY
07/15/2014 - 12/15/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
NJ
09/22/2009 - 05/29/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NY
08/10/2006 - 09/18/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
04/03/2006 - 05/23/2006
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/03/2006 - 05/23/2006
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
04/03/2006 - 05/23/2006
NEW ENGLAND SECURITIES (NEW YORK NY)
CA
04/03/2006 - 05/23/2006
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
CA
04/03/2006 - 05/23/2006
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
BC
Issued 12/20/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/18/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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