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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 Robalo Fagan is a financial advisor who has been in the industry since December 19, 2005. Eric is currently registered with Morgan Stanley, a firm with a wide range of advisory services and a substantial client base. Prior to joining Morgan Stanley, Eric held positions at E*TRADE SECURITIES LLC and Chase Investment Services Corp. Eric has a broad range of product knowledge, holding licenses for Series 6, Series 99TO and the SIE exam. Eric is currently based in Jersey City, New Jersey and is licensed to conduct business in the state of New Jersey.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
NJ
07/18/2022 - Present
Morgan Stanley (Jersey City NJ)
NJ
09/30/2016 - 02/13/2024
E*TRADE SECURITIES LLC (Jersey City NJ)
NJ
08/10/2010 - 09/30/2016
E*TRADE CLEARING LLC (Jersey City NJ)
NY
12/15/2005 - 08/04/2010
CHASE INVESTMENT SERVICES CORP. (CROTON-ON-HUDSON NY)
BC
Issued 12/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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