Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erica? Claim Your ProfileErica Goltra is a financial advisor registered with J.P. Morgan Securities LLC. Erica has been working in the financial services industry since 2017 and is licensed to provide investment advice in Missouri and Texas. Erica has a strong track record of providing financial advice to individuals, businesses, and institutions. Prior to joining J.P. Morgan Securities, Erica was employed by Cambridge Investment Research, Inc., PlanMember Securities Corporation, and National Pension & Group Consultants, Inc. Erica has a Series 7, Series 66, and Securities Industry Essentials (SIE) license. Erica is dedicated to helping her clients achieve their financial goals and has a strong commitment to providing personalized service.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MO
03/15/2024 - Present
J.p. Morgan Securities LLC (Kansas City MO)
OK
03/16/2023 - 12/06/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Oklahoma City OK)
MO
03/27/2020 - 03/01/2023
PLANMEMBER SECURITIES CORPORATION (Kansas City MO)
MO
01/03/2018 - 10/31/2018
NATIONAL PENSION & GROUP CONSULTANTS, INC (KANSAS CITY MO)
KS
11/28/2016 - 06/26/2017
EDWARD JONES (OVERLAND PARK KS)
BOTH
Issued 12/17/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2016
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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