Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ercilia? Claim Your ProfileErcilia Donnelly is an advisor at Osaic Wealth, Inc. She is a Registered Representative (Series 7, 6, 63, and 66) and has been in the industry since 2012. Ercilia has worked at several firms including LPL Financial LLC and Securities America, Inc. Her experience includes providing financial planning and advisory services to individuals, families, and businesses.
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.
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.
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2
CA
06/14/2024 - Present
Osaic Wealth, Inc. (FOLSOM CA)
CA
03/01/2023 - 06/14/2024
SECURITIES AMERICA, INC. (CAPITOLA CA)
CA
11/29/2017 - 03/06/2023
LPL FINANCIAL LLC (CAPITOLA CA)
CA
11/27/2013 - 11/29/2017
NATIONAL PLANNING CORPORATION (CAPITOLA CA)
CA
01/16/2006 - 03/28/2007
NATIONAL PLANNING CORPORATION (SANTA CRUZ CA)
BOTH
Issued 07/27/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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