Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Eigenbrod is a financial professional with over 20 years of experience in the industry. Erik has a strong track record of providing comprehensive financial advice and investment management services to a diverse range of clients, including individuals, families, businesses, and institutions. Erik currently is a Registered Representative of Stifel, Nicolaus & Company, Inc. Prior to joining Stifel, Erik was a Registered Representative for Ryan Beck & Co., Milestone Advisors LLC, and Sanwa Universal Securities Co., LLC. Erik has a broad range of experience in the financial services industry, including securities trading, investment advisory, and financial planning. Erik holds the Series 7 and 63 licenses and the SIE certification. Erik specializes in providing financial planning, portfolio management, and investment advisory services. Erik is committed to providing clients with personalized financial advice and investment strategies that are tailored to their individual needs and 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.
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
CO
08/21/2007 - Present
Stifel, Nicolaus & Company, Inc. (DENVER CO)
NJ
10/04/2005 - 08/21/2007
RYAN BECK & CO. (FLORHAM PARK NJ)
VA
08/07/2002 - 10/18/2005
MILESTONE ADVISORS LLC (MCLEAN VA)
NY
11/19/1999 - 03/22/2001
SANWA UNIVERSAL SECURITIES CO., LLC (NEW YORK NY)
BC
Issued 11/12/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Erik Eigenbrod is the right advisor for you? Invested Better is here to help.
