Unclaimed
Erica Filimonchuk is a financial professional with over 8 years of experience in the industry. Erica is currently registered with Investment Distributors, Inc. in Birmingham, Alabama. Prior to her current role, she was with Concourse Financial Group Securities, Inc. in Greenwood Village, Colorado and GWFS Equities, Inc. in Greenwood Village, Colorado. Erica holds FINRA Series 6, 26, and 63 licenses and the SIE. Erica is registered in Maine as a broker.
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.
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.
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2
AL
01/03/2022 - Present
Investment Distributors, Inc. (Birmingham AL)
CO
05/31/2019 - 01/03/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (Greenwood Village CO)
CO
12/16/2014 - 06/03/2019
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
BC
Issued 11/04/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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