Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erica? Claim Your ProfileErica Dunbar is a financial advisor with over 18 years of experience in the industry. Erica has been with Osaic Wealth, Inc. since 2019 and has a strong track record of providing personalized financial advice to individuals, families, and businesses. Prior to joining Osaic Wealth, Inc., Erica worked with a variety of firms including TRIAD ADVISORS LLC, SAGEPOINT FINANCIAL, INC. and SECURITIES AMERICA, INC. Erica holds Series 7, 63, 65, 24, and 52TO licenses. Erica is committed to helping clients achieve their financial goals and has a passion for providing exceptional customer 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.
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
GA
08/23/2024 - Present
Osaic Wealth, Inc. (Atlanta GA)
GA
04/19/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
AZ
02/05/2019 - 12/08/2022
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
NE
04/19/2021 - 11/22/2022
SECURITIES AMERICA, INC. (LAVISTA NE)
GA
02/05/2019 - 11/22/2022
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
02/05/2019 - 11/22/2022
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MN
02/05/2019 - 11/22/2022
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
FL
02/02/2011 - 02/05/2019
QUESTAR CAPITAL CORPORATION (WESLEY CHAPEL FL)
IL
08/31/2009 - 02/01/2011
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (OAK BROOK IL)
MN
07/22/2008 - 09/14/2009
QUESTAR CAPITAL CORPORATION (MONTICELLO MN)
IN
01/03/2006 - 08/14/2006
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
CT
07/26/2004 - 12/06/2005
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
IA
Issued 09/28/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Erica Dunbar is the right advisor for you? Invested Better is here to help.
