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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 Halper is a financial advisor at Morgan Stanley. Eric has been in the industry since 2007. Eric is registered with the Financial Industry Regulatory Authority (FINRA) and has passed the Series 66, Series 7, and SIE exams. Eric holds registrations in multiple states and is also an investment advisor representative. Prior to joining Morgan Stanley, Eric has worked at Goldman Sachs & Co. LLC, FORESIDE GLOBAL SERVICES, LLC, ALPS DISTRIBUTORS, INC., and UBS FINANCIAL SERVICES INC.
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.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
09/01/2023 - Present
Morgan Stanley (New York NY)
NY
04/29/2021 - 05/16/2023
FORESIDE GLOBAL SERVICES, LLC (New York NY)
NY
11/18/2015 - 04/20/2021
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
NY
04/05/2012 - 10/30/2015
ALPS DISTRIBUTORS, INC. (NEW YORK NY)
NJ
09/19/2007 - 03/26/2012
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 08/30/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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