Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erica? Claim Your ProfileErica Salzmann-talbi is a financial advisor with over 30 years of experience in the financial services industry. Erica is a Certified Financial Planner™ professional. Erica has been registered with Osaic Wealth, Inc. since September 2023. Prior to that, Erica was registered with Sagepoint Financial, Inc. and American General Securities Incorporated. Erica is licensed to provide financial advice in 13 states across the United States. Erica's focus is providing financial planning and portfolio management for individuals and businesses. Erica specializes in working with high net worth individuals and families, as well as charitable organizations. Erica also provides pension consulting and educational seminars.
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.
1
2
NY
09/01/2023 - Present
Osaic Wealth, Inc. (POUGHKEEPSIE NY)
NY
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (POUGHKEEPSIE NY)
NY
03/03/1997 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (POUGHKEEPSIE NY)
NY
09/26/1991 - 03/03/1997
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
01/25/1988 - 09/30/1991
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
IA
Issued 06/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/19/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/20/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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