Unclaimed
Eric Weiner is a financial advisor with State Street Global Markets, LLC in Boston, Massachusetts. Eric has been in the financial services industry since 1998. Eric holds the Series 7, Series 24, Series 55, and Series 63 licenses, as well as the Securities Industry Essentials Examination. Eric is a licensed investment advisor in 53 states and the District of Columbia. Eric previously worked at United First Partners LLC, BTIG, LLC, Janney Montgomery Scott LLC, FIG Partners, LLC, Lazard Capital Markets LLC, Gleacher & Company Securities, Inc., SMF Trading, Inc., BNP Paribas Securities Corp., Deutsche Bank Securities Inc., Soundview Financial Group, Inc., 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
MA
07/12/2022 - Present
State Street Global Markets, LLC (BOSTON MA)
NY
02/09/2022 - 06/01/2022
UNITED FIRST PARTNERS LLC (NEW YORK NY)
NY
06/17/2021 - 01/19/2022
BTIG, LLC (New York NY)
NY
11/05/2013 - 05/18/2021
JANNEY MONTGOMERY SCOTT LLC (NEW YORK NY)
GA
05/01/2019 - 11/25/2019
FIG PARTNERS, LLC (ATLANTA GA)
NY
10/18/2011 - 10/31/2013
LAZARD CAPITAL MARKETS LLC (NEW YORK NY)
NY
11/30/2010 - 09/09/2011
GLEACHER & COMPANY SECURITIES, INC. (NEW YORK NY)
NY
06/29/2009 - 11/15/2010
SMF TRADING, INC. (NEW YORK NY)
NY
04/14/2008 - 05/07/2009
BNP PARIBAS SECURITIES CORP. (NEW YORK NY)
NY
05/14/1998 - 02/04/2008
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
CT
08/11/1997 - 09/03/1998
SOUNDVIEW FINANCIAL GROUP, INC. (OLD GREENWICH CT)
NY
06/05/1997 - 08/14/1997
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 12/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/04/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Eric Weiner is the right advisor for you? Invested Better is here to help.