Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Perlman is a financial advisor with PFS Investments Inc. Eric has been in the industry since May 2, 1993, and has a Series 6, Series 26, and Series 63 license, as well as a Series 65 license and a SIE exam. Eric is registered in several states. Eric also has other business affiliations with Primerica Financial Services and Primerica Mortgage, LLC.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
01/08/2018 - Present
PFS Investments Inc. (OCALA FL)
NY
11/06/1991 - 02/10/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
11/06/1991 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 09/01/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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