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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 Stein is an investment advisor representative with East BAY Investment Solutions based in Charlotte, NC. Eric has been in the industry for over 20 years. His experience includes working with Goldman, Sachs & Co. in New York, NY and BirchTree Financial Services LLC in Charlotte, NC. Eric holds a Series 63, 66, 7, and 24 licenses. Eric is also a Chartered Financial Analyst. East Bay Investment Solutions is an SEC-registered Investment Advisor with a focus on providing consulting services to other Investment Advisors.
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NC
01/26/2019 - Present
East BAY Investment Solutions (Charlotte NC)
NC
08/24/2005 - 07/17/2012
BIRCHTREE FINANCIAL SERVICES LLC (CHARLOTTE NC)
NY
02/10/1998 - 09/02/2005
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
02/11/1997 - 01/15/1998
GLICKENHAUS & CO. (NEW YORK NY)
BOTH
Issued 03/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/06/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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