Unclaimed
Eric Richard Marshall is a financial advisor who has been in the industry since 2012. Eric Richard Marshall is currently registered with Perella Weinberg Partners LP in Houston, Texas. Prior to joining Perella Weinberg Partners LP, Eric Richard Marshall worked at Tudor, Pickering, Holt & Co. Securities, LLC and Tudor Pickering Holt & Co Advisors LP. Eric Richard Marshall has Series 63, Series 24, SIE and Series 79 securities licenses. Eric Richard Marshall is also registered with the state of Texas.
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.
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.
1
2
TX
01/04/2021 - Present
Perella Weinberg Partners LP (Houston TX)
TX
03/07/2012 - 01/04/2021
TUDOR PICKERING HOLT & CO ADVISORS LP (HOUSTON TX)
BC
Issued 07/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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