Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deirdre? Claim Your ProfileDeirdre Erickson is an investment advisor representative who has been in the financial services industry for over nine years. Deirdre is registered in Arizona, Florida, Illinois and Wisconsin. Deirdre currently works for U.s. Bancorp Investments, Inc. and is located in Crystal Lake, IL. Deirdre has a series of financial services licenses including the Series 6, Series 7, Series 63, and Series 65. Deirdre previously worked for BMO HARRIS FINANCIAL ADVISORS, INC. and LPL FINANCIAL LLC. Deirdre has an extensive background in providing financial services to a wide range of clients, including individuals, high net worth individuals, corporations, and pension plans. Deirdre specializes in providing financial planning, portfolio management and investment advisory services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
IL
04/26/2024 - Present
U.s. Bancorp Investments, Inc. (Crystal Lake IL)
IL
03/24/2021 - 08/11/2023
LPL FINANCIAL LLC (WOODSTOCK IL)
IL
01/17/2014 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (WOODSTOCK IL)
IA
Issued 09/08/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/16/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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