Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Hersh is a financial advisor registered with Morgan Stanley since July 2009. Eric has been in the financial services industry since December 1990. Eric holds Series 3, 7, 8, 24, 31, 63, and 65 licenses and is registered in 22 states. Eric has worked at several financial institutions, including Raymond James & Associates, Inc. and Smith Barney Inc. Eric is also a manager for 1-Hersh Family Properties LLC, a real estate holding company. Eric also serves as a trustee for several trusts.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
01/07/2025 - Present
Morgan Stanley (Fort Lauderdale FL)
FL
04/17/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PLANTATION FL)
FL
12/04/1997 - 04/29/2009
RAYMOND JAMES & ASSOCIATES, INC. (WESTON FL)
NY
05/08/1995 - 12/23/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
07/31/1993 - 05/16/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
12/11/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 11/05/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/07/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 01/21/1991
Series 3 - National Commodity Futures Examination
BC
Issued 12/10/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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