Unclaimed
Eric Steinberg is a financial professional with over 7 years of experience in the financial industry. Eric is currently registered with Deloitte Corporate Finance LLC, a firm based in Charlotte, NC. Eric's expertise includes investment banking. Eric has successfully completed the Series 79 exam, and the Series 63 exam, demonstrating a commitment to staying current with the industry's best practices and regulatory requirements. Eric holds licenses in 14 states, including Alabama, California, Connecticut, Florida, Illinois, Kansas, Michigan, Minnesota, New Jersey, New York, North Carolina, Ohio, South Dakota, and Texas.
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.
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2
NC
08/04/2016 - Present
Deloitte Corporate Finance LLC (CHARLOTTE NC)
BC
Issued 05/26/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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