Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Shell is an active investment advisor representative at RBC Capital Markets, LLC. Eric has over 20 years of experience in the financial services industry. Eric's primary office is located in Paramus, NJ, and Eric is registered with the state of New Jersey. Prior to working at RBC Capital Markets, LLC, Eric worked at several other financial institutions, including J. B. Hanauer & Co., Bergen Capital, Inc., The GMS Group, LLC, Legend Securities, Inc., Ehrenkrantz King Nussbaum, Inc., PHD Capital, UBS PaineWebber Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Eric has passed the Series 63, Series 66, Series 7, and SIE exams. Eric has a history of working with individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
NJ
07/22/2020 - Present
RBC Capital Markets, LLC (PARAMUS NJ)
NJ
02/16/2005 - 10/09/2009
J. B. HANAUER & CO. (PARSIPPANY NJ)
NJ
08/20/2004 - 12/08/2004
BERGEN CAPITAL, INC. (HASBROUCK HEIGHTS NJ)
NJ
05/07/2002 - 08/24/2004
THE GMS GROUP, LLC (EAST HANOVER NJ)
NY
04/02/2002 - 05/08/2002
LEGEND SECURITIES, INC. (NEW YORK NY)
NY
02/19/2002 - 03/27/2002
EHRENKRANTZ KING NUSSBAUM, INC. (MELVILLE NY)
NY
01/22/2002 - 02/19/2002
PHD CAPITAL (NEW YORK NY)
NJ
09/17/2001 - 12/20/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
MA
07/27/2001 - 10/16/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/27/2001 - 10/16/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 07/20/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Eric Shell is the right advisor for you? Invested Better is here to help.
