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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Kreuter is an investment advisor representative with UBS Financial Services Inc. in Greenwich, CT. Eric has been in the financial industry since 1985 and has experience with a variety of firms. Eric is registered to provide investment advice in Connecticut and Texas. Eric also holds a Series 3, Series 4, Series 7 and Series 63 license. Eric's specializations include financial planning, retirement planning, college savings, estate planning, and insurance. Eric is committed to providing his clients with personalized financial advice and guidance.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CT
01/06/2009 - Present
UBS Financial Services Inc. (GREENWICH CT)
CT
04/02/2007 - 01/09/2009
MORGAN STANLEY & CO. INCORPORATED (GREENWICH CT)
CT
10/12/1999 - 04/02/2007
MORGAN STANLEY DW INC. (GREENWICH CT)
NY
04/15/1994 - 10/05/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
03/16/1990 - 04/21/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
06/09/1988 - 01/31/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
11/07/1987 - 12/22/1988
FURMAN SELZ MAGER DIETZ & BIRNEY INCORPORATED
NA
08/14/1986 - 06/14/1988
ORD MINNETT INC.
NA
03/19/1985 - 08/05/1986
PAINEWEBBER INCORPORATED
IA
Issued 09/20/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/1986
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1994
Series 3 - National Commodity Futures Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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