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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erica? Claim Your ProfileErica Lubbers is a financial advisor with Ameriprise Financial Services, LLC and has been in the industry since 2004. Erica is registered in 31 states and has a Series 66, Series 7, Series 9, Series 10, Series 24 and Series 31. Erica has a history with Ameriprise and has been a registered representative since 2003. Erica offers a range of services including financial planning, portfolio management, and pension consulting. Erica is also a registered investment advisor in California, Kansas, and Texas.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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CA
07/06/2018 - Present
Ameriprise Financial Services, LLC (PLEASANTON CA)
MN
01/13/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/01/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2009
Series 24 - General Securities Principal Examination
BC
Issued 08/14/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/16/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 01/12/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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