Unclaimed
Erica Dekko is a financial advisor with LPL Financial LLC. She has been working in the financial industry since 1998. Erica has a Series 6, 7, 24 and 63 license. She has a Certified Financial Planner designation and holds registrations in 28 states. Erica has a history of previous employment with Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. She has experience providing financial planning services to individuals, businesses, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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.
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2
IN
04/23/2020 - Present
LPL Financial LLC (KENDALLVILLE IN)
IN
01/22/1998 - 05/18/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/22/1998 - 05/18/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 01/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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