Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Saar is a financial professional with over 20 years of experience in the industry. Eric is currently registered with Stifel, Nicolaus & Company, Inc., a well-established firm known for its commitment to client service and a diverse range of investment offerings. Prior to joining Stifel, Nicolaus & Company, Inc., Eric held positions at Sterne, Agee & Leach, Inc., ProEquities, Inc., and Compass Brokerage, Inc. Eric holds the Series 63, SIE, and Series 7 licenses and has a proven track record of success in providing financial guidance to a wide range of clients.
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.
1
2
AL
06/05/2015 - Present
Stifel, Nicolaus & Company, Inc. (BIRMINGHAM AL)
AL
08/08/2006 - 06/05/2015
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
AL
01/10/2006 - 08/10/2006
PROEQUITIES, INC. (BIRMINGHAM AL)
AL
03/06/2000 - 01/13/2006
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
AL
03/22/1996 - 07/25/1996
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
BC
Issued 04/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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