Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Neuwirth is a financial advisor with LPL Financial LLC, a firm that manages more than $50 billion in assets. Eric has been working in the financial services industry since 1981. Eric is registered to offer securities in Arizona, California, Colorado, Connecticut, Delaware, Florida, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, and Virginia. Eric's specializations include: Retirement Planning, College Savings, Estate Planning, Insurance Planning, and Investment Management. Eric is a well-experienced advisor with a long history of success in the financial services industry.
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.
Consulting and other non-discretionary advisory services
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.
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2
NY
05/23/2019 - Present
LPL Financial LLC (ROCKVILLE CENTRE NY)
NY
08/15/2008 - 06/04/2019
STIFEL, NICOLAUS & COMPANY, INCORPORATED (HAUPPAUGE NY)
NY
01/01/2008 - 08/20/2008
WACHOVIA SECURITIES, LLC (HUNTINGTON NY)
NY
04/16/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (HUNTINGTON NY)
NY
10/01/2001 - 04/19/2004
NORTH RIDGE SECURITIES CORP. (MELVILLE NY)
NY
10/07/1999 - 10/09/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
09/14/1981 - 09/27/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
06/22/1981 - 10/30/1981
MOORE & SCHLEY, CAMERON & CO.
IA
Issued 11/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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