Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Samuel Kreitzer is a registered representative with Citigroup Global Markets Inc. Eric has been working in the financial services industry since 2014 and is registered in 27 states. He is also a registered investment advisor in New Jersey and New York. Eric has a strong background in securities, investment advising, and financial planning. Eric's primary office is at Citi Private Bank, 388 Greenwich Street, 30th Floor in New York, NY. Prior to joining Citigroup Global Markets, Eric worked for J.P. Morgan Securities LLC, and Halcyon Cabot Partners, LTD.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
08/17/2021 - Present
Citigroup Global Markets Inc. (New York NY)
DE
01/07/2015 - 05/03/2018
J.P. MORGAN SECURITIES LLC (NEWARK DE)
NY
02/14/2014 - 06/03/2014
HALCYON CABOT PARTNERS, LTD. (NEW YORK NY)
IA
Issued 06/21/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
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Cboe EDGX Exchange, Inc.
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Cboe Exchange, Inc.
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FINRA
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Investors' Exchange LLC
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NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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New York Stock Exchange
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