ADVISOR BIO

Eric Razzi is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Eric has been in the financial services industry since 2011. Eric holds Series 66, Series 7, Series 9, and Series 10 licenses. Eric is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Eric has a specialization in providing investment advice to individuals, businesses, and institutions. Eric is also a registered investment advisor in California and Texas.

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ADVISOR BIO

Eric Philippart is a financial advisor with over 15 years of experience in the financial services industry. Eric currently works at Morgan Stanley, a leading global financial services firm. Previously, Eric was a financial advisor at CITIGROUP GLOBAL MARKETS INC. Eric is registered as a broker-dealer in several states.

SPECIALIZATIONS

ADVISOR BIO

Eric Kim is an investment advisor representative registered with J.p. Morgan Securities LLC. Eric is licensed in multiple states including Texas and California and has been in the industry since 2024. Eric has passed the Series 7TO, SIE and the Series 66 exams. Eric has experience working with JPMorgan Chase Bank, NA, Home Partners of America, Sunday Morning, and the University of Notre Dame. Eric works in the Los Angeles office of J.p. Morgan Securities LLC.

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ADVISOR BIO

Eric Bruce Miller is a financial advisor with UBS Financial Services Inc. in Los Angeles, California. Eric has been in the industry since 1985 and has worked for several firms, including Credit Suisse Securities (USA) LLC and Lehman Brothers Inc. Eric is registered with the state of California and Texas. He holds Series 7, Series 63, and Series 65 licenses. Eric specializes in portfolio management for individuals and businesses, and he also provides financial planning services.

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ADVISOR BIO

Eric Harris is an investment professional with over 30 years of experience in the financial services industry. Eric is currently registered with Madison Avenue Securities, LLC in California and Ohio, and holds licenses in numerous other states. Eric has experience in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Eric is committed to providing clients with personalized service and helping them achieve their financial goals.

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ADVISOR BIO

Eric Stjernstrom is a financial advisor currently registered with Assetmark, Inc. Eric has been in the industry since November 2009. Eric has passed the Series 66, Series 7 and SIE exams. Eric has worked with various financial firms such as Charles Schwab & Co., Inc. and USAA Financial Advisors, Inc. Eric is a registered Investment Advisor in the state of Arizona. Eric specializes in providing financial advice for individuals, investment companies, and pension plans.

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ADVISOR BIO

Eric Cooper is a registered representative with Edward Jones. Eric has been in the financial services industry since January 2024. Eric is licensed to conduct business in California and has a Series 7TO, Series 66 and SIE. Eric's professional background includes experience in the health care, staffing and restaurant industries.

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ADVISOR BIO

Eric Matthew Yen is an investment advisor representative associated with UBS Financial Services Inc., with more than 10 years of experience in the industry. Eric Yen is registered with the state of California and Texas and holds a Series 66, Series 7TO, and SIE license. Eric Matthew Yen's primary office is located in CARMEL, California.

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ADVISOR BIO

Eric Steven Brelsford is an investment advisor representative at AE Wealth Management, LLC. Eric is a Registered Representative and Investment Advisor Representative with over 10 years of experience in the industry. Eric Steven Brelsford is also a licensed insurance agent. Eric Steven Brelsford has a strong background in financial planning, investment management, and insurance.

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ADVISOR BIO

Eric Furstner is a financial advisor with Fountainhead Advisors, a firm based in Warren, NJ. Eric is a Certified Financial Planner™ and Chartered Financial Consultant and has been in the financial industry for over 20 years. Eric's specialties include financial planning, retirement planning, and portfolio management. Eric has a deep understanding of the financial markets and a commitment to providing personalized financial advice to individuals and families. Eric holds Series 6, 7, 63, and 65 licenses.

SPECIALIZATIONS