Unclaimed
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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