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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 Paul Zine is an Investment Advisor Representative for Bolton Securities Corp. Eric Zine has been working in the securities industry since 1999. Eric Zine is licensed to provide financial advice and sell securities in Massachusetts, Connecticut, New Hampshire, New York, New Jersey, Rhode Island, Virginia, South Carolina, California, and Texas. Eric Zine holds the Series 7, Series 31, Series 63, and Series 65 licenses. Eric Zine also holds the SIE license. Eric Zine also is a Certified Financial Planner. Eric Zine's areas of expertise include financial planning, portfolio management, and pension consulting. Eric Zine also is a licensed attorney and practices law under the name Law Office of Eric P. Zine. Eric Zine is the founder and president of Elm Tree Capital, LLC, which operates securities and investment advisory businesses.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
10/06/2009 - Present
Bolton Securities Corp. (BOLTON MA)
MA
06/01/2009 - 10/29/2009
MORGAN STANLEY SMITH BARNEY (BOSTON MA)
MA
11/02/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
NY
06/20/2000 - 11/20/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/26/1999 - 07/11/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 09/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 08/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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