Eric FeldmanCRD Number: 4160844
Current Firm: Financial Futures
Eric Feldman (CRD# 4160844) is an Investment Advisor Representative working at Financial Futures in Wall Township, NJ and has over 7 years of experience in the finance industry. Eric Feldman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Main Street Financial Solutions, LLC
Prudential Financial Planning Services
Ameriprise Financial Services, LLC
|Financial Futures, LLC||Brielle, NJ||Aug 2018 - Current||5|
|Four15 Advisors, LLC||Wall Township, NJ||Jan 2003 - Current||20|
|Odigo Financial, LLC||Wall Township, NJ||Jan 2016 - Dec 2018||2|
|Karl Storz Endoscopy America||El Segundo, CA||Apr 2009 - Feb 2018||8|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2016|
Total Assets Under Management155MILLIONS
Total Number of Accounts605ACCOUNTS
Average Account Value$256,139
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, NJ, NV, NY
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