Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Levy is a financial advisor with Valic Financial Advisors, Inc. located in Houston, Texas. Eric has been in the industry since 1991. Eric holds Series 6, 7, 24, 27, 63, and SIE licenses and is registered with FINRA. Eric has experience working with high-net-worth individuals, corporations, and individuals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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
TX
10/21/2015 - Present
Valic Financial Advisors, Inc. (HOUSTON TX)
PA
05/09/2011 - 06/17/2015
LINCOLN FINANCIAL ADVISORS CORPORATION (RADNOR PA)
PA
05/12/2010 - 06/15/2015
LINCOLN FINANCIAL INVESTMENT SERVICES CORPORATION (RADNOR PA)
PA
01/27/2010 - 12/31/2014
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
MA
03/07/2006 - 01/08/2010
MMC SECURITIES CORP. (NORWOOD MA)
MA
03/18/1996 - 11/22/2004
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
IL
02/16/2000 - 02/07/2003
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
MA
11/28/1992 - 07/12/1995
ALLMERICA FINANCIAL LIFE INSURANCE AND ANNUITY COMPANY (WORCESTER MA)
MA
12/13/1991 - 07/12/1995
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
RI
01/03/1991 - 10/31/1991
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
07/12/1988 - 12/31/1990
FIDELITY DISTRIBUTORS CORPORATION (SMITHFIELD RI)
BC
Issued 07/18/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/1995
Series 24 - General Securities Principal Examination
BC
Issued 08/07/1992
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1994
Series 7 - General Securities Representative Examination
BC
Issued 07/11/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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