Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erica? Claim Your ProfileErica Aitken is an investment advisor representative associated with Avantax Planning Partners, Inc. Erica holds a Series 65 license and is registered as an Investment Advisor Representative in Oregon. Erica has a history of experience in the financial services industry and is dedicated to providing personalized investment and financial planning services to clients.
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.
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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OR
09/02/2024 - Present
Avantax Planning Partners, Inc. (Roseburg OR)
IA
Issued 08/31/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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