Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Erke is a Registered Investment Advisor with Westward Partners LLC located in Seattle, Washington. Brian holds a Series 7 and Series 63 license, as well as the Series 65 license. Brian has been in the industry since 2003 and has previous experience with CREDIT SUISSE SECURITIES (USA) LLC and H.D. VEST INVESTMENT SERVICES. Brian specializes in Portfolio Management for Pooled Investment Vehicles.
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.
Financial and management consulting for portfolio companies
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Portfolio company consulting fees
1
2
WA
09/13/2023 - Present
Westward Partners LLC (SEATTLE WA)
NY
07/12/2005 - 07/05/2007
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
TX
09/23/2003 - 03/03/2005
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
IA
Issued 06/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/22/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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