Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Jaffe is a financial advisor with over 20 years of experience in the financial services industry. Eric is currently registered with Commonwealth Financial Network and provides financial planning, portfolio management, and investment advisory services to individuals, families, businesses, and charitable organizations. Eric has a strong background in securities, insurance, and investment management, which gives Eric a broad perspective and a unique ability to create customized financial solutions for clients. Eric is committed to providing personalized advice and guidance to help clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
10/14/2016 - Present
Commonwealth Financial Network (Bethesda MD)
MD
01/18/2007 - 10/31/2016
LPL FINANCIAL LLC (ROCKVILLE MD)
MD
10/05/2004 - 01/18/2007
MML INVESTORS SERVICES, INC. (BETHESDA MD)
NY
07/06/2001 - 09/29/2004
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 07/18/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Eric Jaffe is the right advisor for you? Invested Better is here to help.
