Eric
Goldberg
Ameritas Advisory Services, LLC
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About this Advisor
Eric Goldberg is a financial advisor based in Melville, New York, working with Ameritas Advisory Services, LLC. Eric has previously held positions at Nylife Securities LLC, New York Life Ins. Co, Eagle Strategies LLC, Ameritas Investment Corp, Ameritas Life Insurance Company Of New York, Dipaola Financial Group, The Prudential Insurance Company Of America, Pruco Securities LLC, and Ameritas Advisory Services, LLC. Eric has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Eric is part of Ameritas Advisory Services, LLC, which operates out of Melville, New York. The firm has 238 offices and 545 employees. The firm manages assets totaling $10.3 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Ameritas Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ameritas Advisory Services, LLC Brokerage Details
$10,289,301,520
545
39,033
$263,605
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Eric Goldberg Work History
Ameritas Advisory Services, LLC
Ameritas Investment Corp
Ameritas Life Insurance Company Of New York
Dipaola Financial Group
The Prudential Insurance Company Of America
Pruco Securities LLC
Nylife Securities LLC
New York Life Ins. Co
Eagle Strategies LLC
Disclosures
Please visit the SEC profile of Eric Goldberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ameritas Advisory Services, LLC
Dallas, TX
Melville, NY
Flagstaff, AZ
Milton, FL
Flagstaff, AZ
Charlotte, NC
Tulsa, OK
Surprise, AZ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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