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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 Weider is a financial advisor with over 24 years of experience in the financial services industry. Eric is currently registered with Morgan Stanley in Kirkland, Washington. Prior to joining Morgan Stanley, Eric worked at UBS FINANCIAL SERVICES INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, BANC OF AMERICA INVESTMENT SERVICES, INC., A. G. EDWARDS & SONS, INC. and PETERS SECURITIES CO., LP. Eric holds multiple licenses and certifications, including Series 3, 4, 7, 9, 10, 52TO, 53, 55, 63, and 66. Eric is also registered with the state of Texas and Washington. Eric specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and institutions.
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.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
WA
09/03/2024 - Present
Morgan Stanley (Kirkland WA)
WA
01/05/2012 - 09/03/2024
UBS FINANCIAL SERVICES INC. (Bellevue WA)
FL
10/23/2009 - 01/06/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALM BEACH GARDENS FL)
FL
06/25/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WEST PALM BEACH FL)
MO
05/17/2002 - 06/30/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IL
04/29/1999 - 05/10/2002
PETERS SECURITIES CO., LP (CHICAGO IL)
BOTH
Issued 12/04/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/22/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/02/2008
Series 4 - Registered Options Principal Examination
BC
Issued 05/24/2007
Series 24 - General Securities Principal Examination
BC
Issued 09/02/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2011
Series 3 - National Commodity Futures Examination
BC
Issued 05/10/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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