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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 Levine is a financial advisor with UBS Financial Services Inc. in Florham Park, NJ. Eric has been in the financial services industry for over 12 years and has a strong background in securities, futures and commodities trading. Eric is a Chartered Financial Analyst (CFA) and holds the Series 3, Series 7, Series 55 and Series 66 licenses. Eric has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Eric provides a range of financial services, including investment advisory, financial planning, and portfolio management. Eric is committed to providing his clients with personalized financial advice and guidance.
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
04/11/2023 - Present
UBS Financial Services Inc. (FLORHAM PARK NJ)
NY
03/01/2017 - 04/04/2023
BNY MELLON SECURITIES CORPORATION (NEW YORK NY)
NJ
09/28/2011 - 01/31/2017
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
NY
04/20/2009 - 01/04/2010
TRILLIUM TRADING LLC (NEW YORK NY)
BOTH
Issued 11/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2022
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2009
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/17/2009
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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