Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Philo is a securities professional with over 30 years of experience in the industry. Eric is currently registered with Avalon Securities, Ltd. in New York. Eric has a wide range of experience in the financial services industry, including investment banking and securities trading. Eric holds the Series 7, Series 16, Series 79 and Series 63 licenses. Eric has previously worked at Prudential Investment Management Services LLC and Goldman, Sachs & Co.
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.
1
2
NY
08/24/2013 - Present
Avalon Securities, Ltd. (NEW YORK NY)
NJ
05/17/1998 - 01/24/2002
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
12/21/1983 - 05/28/1996
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 07/28/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2013
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 09/17/1988
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Eric Philo is the right advisor for you? Invested Better is here to help.
