Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Deyle is a financial professional with over 14 years of experience in the financial services industry. Eric is currently registered with Stifel, Nicolaus & Company, Inc. and has previously held positions with Eaton Partners, LLC, LB GROUP LLC, Barclays Capital Inc., and Lehman Brothers Inc. Eric is licensed to provide investment advice in 53 states and districts. Eric provides portfolio management for businesses and individuals, financial planning, pension consulting, and educational seminars.
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.
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.
1
2
CT
03/29/2018 - Present
Stifel, Nicolaus & Company, Inc. (STAMFORD CT)
CT
01/12/2015 - 03/29/2018
EATON PARTNERS, LLC (ROWAYTON CT)
GA
04/09/2010 - 11/24/2014
LB GROUP LLC (ATLANTA GA)
NY
09/22/2008 - 10/24/2008
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
12/14/2007 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 10/01/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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