Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Feldman is a financial advisor with over 20 years of experience in the industry. Erik is currently registered with Newedge Securities, Inc. and holds Series 7, Series 63 and SIE licenses. Erik has previously held positions at firms such as Charles Schwab & Co., Inc., Pershing Advisor Solutions LLC, National Planning Corporation and Fidelity Brokerage Services LLC.
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.
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.
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2
PA
01/11/2024 - Present
Newedge Securities, Inc. (PITTSBURGH PA)
NY
09/27/2022 - 09/19/2023
PURSHE KAPLAN STERLING INVESTMENTS (ALBANY NY)
CA
05/09/2018 - 01/18/2022
CHARLES SCHWAB & CO., INC. (San Francisco CA)
CA
08/27/2009 - 01/02/2014
PERSHING ADVISOR SOLUTIONS LLC (SAN FRANCISCO CA)
CA
09/09/2008 - 03/03/2009
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
FL
01/03/2008 - 09/12/2008
INVEST FINANCIAL CORPORATION (TAMPA FL)
CA
11/21/1995 - 04/10/2007
FIDELITY BROKERAGE SERVICES LLC (SAN FRANCISCO CA)
BC
Issued 05/23/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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