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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 Michael Birnbaum is a financial advisor with Fidelity Personal And Workplace Advisors. Eric has been in the industry since 1999 and has a strong background in investment advisory services. He is registered in multiple states and holds a number of licenses and certifications. Eric specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. He is committed to providing his clients with personalized advice and guidance to help them reach 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.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
08/27/2018 - Present
Fidelity Personal AND Workplace Advisors (SCOTCH PLAINS NJ)
NY
05/29/2002 - 02/27/2014
NEW ENGLAND SECURITIES (NEW YORK NY)
NJ
04/06/1999 - 05/08/2002
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 08/08/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/21/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/05/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/19/2005
Series 24 - General Securities Principal Examination
BC
Issued 09/27/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/05/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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