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Erica Blue

Arete Wealth Management, LLC

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About Erica Blue

Erica Blue is a financial advisor with over 10 years of experience in the industry. Erica currently works at Arete Wealth Management, LLC. Erica is a Series 7 and Series 63 licensed professional. Previously, Erica has held positions at WealthForge Securities, LLC, Pacific Oak Capital Markets, LLC, and The M&A Group LLC. Erica has held active registrations in numerous states across the US.

Firm Information

Erica Blue is currently registered with Arete Wealth Management, LLC. Arete Wealth Management, LLC is a Limited Liability Company formed on January 20, 1998. The firm is registered with the SEC and in 53 states.

Not reported

Assets Under Management

Not reported

Total Clients

88

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Erica Blue’s Registration & Firm History

IL

07/17/2023 - Present

Arete Wealth Management, LLC (CHICAGO IL)

CA

06/15/2021 - 07/05/2023

WEALTHFORGE SECURITIES, LLC (Newport Beach CA)

CA

01/06/2021 - 06/15/2021

PACIFIC OAK CAPITAL MARKETS, LLC (COSTA MESA CA)

IL

11/24/2020 - 12/31/2020

ARETE WEALTH MANAGEMENT, LLC (CHICAGO IL)

FL

08/31/2018 - 11/25/2020

THE M & A GROUP LLC (SARASOTA FL)

CA

05/02/2016 - 07/30/2018

SELECT CAPITAL CORPORATION (SAN CLEMENTE CA)

KS

02/06/2015 - 03/04/2016

ARI FINANCIAL SERVICES, INC. (OVERLAND PARK KS)

CA

05/19/2010 - 02/22/2013

TNP SECURITIES, LLC (COSTA MESA CA)

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Licenses & Designations

BC

Issued 08/03/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/18/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Erica Blue.
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