Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Yamin is a financial advisor with over 29 years of experience in the industry. Eric is currently registered with J.p. Morgan Securities LLC and is licensed in multiple states. Eric is also a registered Investment Advisor representative in Florida and Texas. Prior to joining J.p. Morgan Securities LLC, Eric was previously employed by First Republic Securities Company, LLC, Morgan Stanley, UBS Financial Services Inc., Morgan Stanley & Co. Incorporated, and Oppenheimer & Co., Inc.. Eric holds the Series 3, Series 7, Series 63, and Series 65 licenses and is also a registered Investment Advisor representative. Eric has a broad range of experience in financial services, including portfolio management for individuals and businesses, financial planning, and pension consulting. Eric is committed to providing his clients with personalized service and helping them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
04/11/2023 - Present
J.p. Morgan Securities LLC (Miami FL)
FL
01/06/2023 - 05/09/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (Boca Raton FL)
FL
05/24/2019 - 01/11/2023
MORGAN STANLEY (Miami FL)
NY
10/11/2008 - 06/04/2019
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
02/01/1997 - 10/15/2008
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
04/05/1994 - 01/22/1997
OPPENHEIMER & CO., INC. (NEW YORK NY)
IA
Issued 06/20/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/1997
Series 3 - National Commodity Futures Examination
BC
Issued 04/04/1994
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
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