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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 Bodner is a registered Investment Advisor Representative with Corient. Eric has been in the financial services industry since 1985 and has experience with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and UBS FINANCIAL SERVICES INC. Eric is also a member of several private limited liability companies focused on private investments. Eric holds the Series 63, Series 65 and Series 7 securities licenses. Eric is registered to provide investment advisory services in Florida, New York and Texas. Eric focuses on providing financial planning, pension consulting and portfolio management services to high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles.
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.
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.
% of assets under advisement
1
2
NY
12/13/2022 - Present
Corient (New York NY)
NY
01/09/2009 - 06/07/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/03/1989 - 01/26/2009
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NA
11/02/1988 - 07/29/1989
THE G.M.S. GROUP, INC.
NJ
09/02/1986 - 07/29/1989
THE G.M.S. GROUP, INC. (EAST HANOVER NJ)
NA
09/17/1986 - 12/31/1988
MOORE & SCHLEY, CAMERON & CO.
NA
07/23/1985 - 08/26/1986
FIRST INTERREGIONAL EQUITY CORP.
IA
Issued 11/04/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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