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Eric Steven Steinberg

Deloitte Corporate Finance LLC

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About Eric Steven Steinberg

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.

Firm Information

Eric Steinberg is currently registered with Deloitte Corporate Finance LLC. Deloitte Corporate Finance LLC is a Limited Liability Company that was formed on January 2, 2001. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

46

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Eric Steinberg’s Registration & Firm History

NC

08/04/2016 - Present

Deloitte Corporate Finance LLC (CHARLOTTE NC)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Steven Steinberg.
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