Unclaimed
Eric Thomas Munt is a financial professional with over 20 years of experience in the industry. Eric has a broad range of experience, having worked for a number of firms including Schroder & Co. Inc. and Arnhold and S. Bleichroeder, Inc., before joining Citigroup Global Markets Inc. in 2000. Eric holds a variety of licenses including Series 7, Series 9, Series 24, and Series 55 and has a strong understanding of investment strategies and financial planning. Eric is registered to provide investment advice and securities services in all 50 states.
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.
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.
Asset allocation advice
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
NY
05/01/2000 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
05/03/1999 - 05/01/2000
SCHRODER & CO. INC. (NEW YORK NY)
NY
12/01/1998 - 05/07/1999
ARNHOLD AND S. BLEICHROEDER, INC. (NEW YORK NY)
BC
Issued 03/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2024
Series 24 - General Securities Principal Examination
BC
Issued 05/10/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/22/2001
Series 25 - NYSE Trading Assistant Examination
BC
Issued 11/30/1998
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 Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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 MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Eric Munt is the right advisor for you? Invested Better is here to help.