Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Sanchez is a financial advisor with over 10 years of experience in the industry. He is currently registered with Morgan Stanley & Co. LLC and Wealthpenn.comllc. Eric has a Series 99 license and a Securities Industry Essentials Examination license. Prior to his current roles, Eric worked at E*TRADE SECURITIES LLC and UBS SECURITIES LLC.
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.
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2
NJ
09/16/2021 - Present
Morgan Stanley & Co. LLC (Jersey City NJ)
NJ
12/15/2021 - 02/13/2024
E*TRADE SECURITIES LLC (Jersey City NJ)
NJ
11/04/2014 - 03/03/2015
UBS SECURITIES LLC (WEEHAWKEN NJ)
NJ
04/24/2012 - 03/03/2015
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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