Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eldon? Claim Your ProfileEldon Lee Erickson is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Minot, North Dakota. Eldon has been in the financial services industry since 1994. Eldon's experience includes time at Invest Financial Corporation and Northwestern Mutual Investment Services, Inc. Eldon is registered with the state of North Dakota as both a broker-dealer and an investment advisor representative.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
ND
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (MINOT ND)
ND
12/17/1997 - 06/30/2006
INVEST FINANCIAL CORPORATION (MINOT ND)
WI
05/10/1994 - 12/31/1997
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
BOTH
Issued 01/04/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/07/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Eldon Erickson is the right advisor for you? Invested Better is here to help.
