Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Scott Coit is a financial advisor with UBS Financial Services Inc. Eric has been in the financial services industry since January 3, 2004 and has been registered with UBS Financial Services Inc. since August 29, 2018. Prior to joining UBS Financial Services Inc., Eric was employed by TD AMERITRADE, INC., J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., HSBC SECURITIES (USA) INC., WM FINANCIAL SERVICES, INC., BNY INVESTMENT CENTER INC., and LEGG MASON WOOD WALKER, INCORPORATED. Eric holds the Series 7, Series 66 and SIE licenses.
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.
See schedule d - miscellaneous
1
2
NJ
08/29/2018 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
NJ
05/20/2014 - 07/02/2015
TD AMERITRADE, INC. (JERSEY CITY NJ)
NJ
10/01/2012 - 03/12/2014
J.P. MORGAN SECURITIES LLC (N. ARLINGTON NJ)
NJ
04/26/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (RUTHERFORD NJ)
NJ
03/09/2006 - 10/27/2009
HSBC SECURITIES (USA) INC. (JERSEY CITY NJ)
NY
05/16/2005 - 01/24/2006
WM FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
05/12/2000 - 05/05/2005
BNY INVESTMENT CENTER INC. (NEW YORK NY)
MD
12/13/1999 - 04/12/2000
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 10/27/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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