Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Belz is a financial advisor with R. F. Lafferty & Co., Inc. located in NEW YORK, NY. Eric has been in the financial services industry for over 10 years. Eric previously worked at Newport Coast Securities, Inc. and Benjamin Securities, Inc. Eric is registered with FINRA and holds the Series 7, Series 63, and SIE licenses. Eric is licensed to provide investment advice in 19 states and specializes in providing investment advice to high-net-worth individuals and corporations.
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.
Helps you choose top advisors aligned with your 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.
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
08/23/2016 - Present
R. F. Lafferty & CO., Inc. (NEW YORK NY)
NY
08/06/2014 - 08/15/2016
NEWPORT COAST SECURITIES, INC. (NEW YORK NY)
NY
11/11/2009 - 06/26/2014
BENJAMIN SECURITIES, INC. (HAUPPAUGE NY)
NY
03/14/2008 - 10/27/2008
BASIC INVESTORS INC. (MELVILLE NY)
BC
Issued 03/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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