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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 Wolfe is an investment advisor representative with Equity Services, Inc. Eric Wolfe has been in the industry since April 28, 2015. Eric Wolfe has experience with securities, insurance, and financial planning services. Equity Services, Inc. specializes in providing financial planning and investment advice to individuals, corporations, and institutions. The firm also offers a variety of other services, including portfolio management, pension consulting, and educational seminars. Eric Wolfe is registered with FINRA and the State of New York.
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.
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.
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2
NY
09/14/2023 - Present
Equity Services, Inc. (MELVILLE NY)
NY
09/15/2021 - 07/28/2023
MML INVESTORS SERVICES, LLC (SYOSSET NY)
NY
01/22/2015 - 07/26/2021
NYLIFE SECURITIES LLC (MELVILLE NY)
BOTH
Issued 11/30/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2018
Series 7 - General Securities Representative Examination
BC
Issued 01/22/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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