Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Halpern is an investment advisor representative registered in New York, associated with Eagle Strategies LLC. He joined the firm in July 2018 and has been in the industry since November 2006. Eric has Series 63, Series 65, Series 7 and Series 24 licenses. Eric has experience with clients including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and corporations or other businesses.
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.
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.
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2
NY
08/03/2021 - Present
Eagle Strategies LLC (NEW YORK NY)
NY
05/15/2007 - 01/23/2018
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
NY
04/18/2007 - 05/03/2007
IFMG SECURITIES, INC. (WHITESTONE NY)
NY
05/26/2005 - 08/15/2005
MINERO SECURITIES, LLC (MASSAPEQUA PARK NY)
NY
05/26/2004 - 08/13/2004
MINERO SECURITIES, LLC (MASSAPEQUA PARK NY)
IA
Issued 3/21/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/12/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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