Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Marrello is a financial advisor at UBS Financial Services Inc., a firm with over $700 billion in assets under management. Eric has been in the industry since 2008. Eric has Series 7 and 63 licenses as well as the SIE exam. Eric has worked at several firms previously, including J.P. Morgan Securities LLC, Chase Investment Services Corp., Avalon Partners, Inc., Allen Partners, and J.P. Turner & Company, L.L.C.
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.
See schedule d - miscellaneous
1
2
NJ
01/12/2022 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
NY
10/01/2012 - 01/08/2022
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
11/06/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
10/09/2008 - 03/17/2009
AVALON PARTNERS, INC. (NEW YORK NY)
NY
05/15/2008 - 09/04/2008
ALLEN PARTNERS (NEW YORK NY)
NY
08/13/2007 - 05/23/2008
J.P. TURNER & COMPANY, L.L.C. (NEW YORK NY)
BC
Issued 11/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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