Unclaimed
Brent Erickson is a registered representative with GWN Securities Inc. Brent has been in the financial industry since 1990 and has held licenses in both Michigan and Florida. Brent has experience working with various client types, including individuals, corporations, and high-net-worth individuals. Brent offers financial planning, market timing services, and portfolio management services to individuals and investment companies. Brent also provides educational seminars and publication of periodicals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
02/01/2010 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
MI
02/15/2005 - 05/02/2007
GREAT AMERICAN ADVISORS, INC. (WILLIAMSTON MI)
IL
08/01/2000 - 02/15/2005
PMG SECURITIES CORPORATION (ELGIN IL)
IL
10/10/1990 - 08/01/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
IA
Issued 02/01/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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