Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Passin is an Investment Advisor Representative with Savvy. Eric has been in the industry since 1991. Eric's career has included positions with A.G. Edwards & Sons, Inc., PaineWebber Incorporated, Dean Witter Reynolds Inc., Charles Schwab & Co., Inc., Chase Investment Services Corp., TIAA-CREF Individual & Institutional Services, LLC and Pruco Securities, LLC. Eric is licensed to offer securities in New Jersey. Eric also offers other financial services, such as financial planning, educational seminars and publication of periodicals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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2
NJ
10/09/2024 - Present
Savvy (Denville NJ)
NJ
07/28/2017 - 02/14/2023
PRUCO SECURITIES, LLC. (Basking Ridge NJ)
NJ
01/20/2012 - 07/21/2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (ROSELAND NJ)
NJ
09/27/2007 - 04/12/2011
CHASE INVESTMENT SERVICES CORP. (MILLBURN NJ)
NJ
05/31/2002 - 09/13/2007
CHARLES SCHWAB & CO., INC. (MILLBURN NJ)
MO
10/02/1998 - 05/03/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NJ
03/14/1994 - 10/13/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
09/23/1991 - 03/14/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 12/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 09/20/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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