Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erica? Claim Your ProfileErica Tarantur is an Investment Advisor Representative registered in Illinois. She has been working in the financial services industry since January 2010. Erica is currently employed by Curi RMB Capital, LLC and is a Certified Financial Planner. Erica is an active Investment Advisor Representative registered in Illinois and has passed the Uniform Investment Adviser Law Examination. Erica is specialized in providing advisory services to individuals, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, insurance companies, investment companies, charitable organizations, and pooled investment vehicles. She is also specialized in financial planning, portfolio management, and selection of other advisors.
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.
Strategic management for diversified investment portfolios.
Sponsor, general partner, managing member (or equivalent) of pooled investment vehicles
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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IL
11/21/2007 - Present
Curi RMB Capital, LLC (CHICAGO IL)
IA
Issued 11/20/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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