Unclaimed
Erica Francesca Sardella is a financial advisor with Cetera Investment Advisers LLC. Erica has been in the financial services industry for over 4 years and has a series 6TO and SIE license. Erica offers a range of financial services including financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars. Erica also offers fixed fees, hourly charges and percentage of assets compensation arrangements.
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
IL
10/15/2024 - Present
Cetera Investment Advisers LLC (TINLEY PARK, IL)
BC
Issued 8/19/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 7/22/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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