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 a registered investment advisor representative with Eagle Strategies LLC. Eric has been in the industry since 2006 and has a Series 7, Series 63, Series 65, and Series 24 license. Eric has worked with NYLIFE DISTRIBUTORS LLC, IFMG SECURITIES, INC., MINERO SECURITIES, LLC and NEW YORK LIFE INSURANCE COMPANY, NEW YORK LIFE INVESTMENT MANAGMENT LLC, NYLIFE SECURITIES LLC, EAGLE STRATEGIES LLC. Eric's specializations include providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for 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.
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 03/21/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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