Unclaimed
Erica Lyn Johnson is a financial advisor registered with Ameriprise Financial Services, LLC in Gilbert, Arizona. Erica has been in the financial services industry since 2014 and is licensed to offer securities and investment advisory services in the state of Arizona. Erica has a strong background in financial planning and portfolio management. Erica is committed to helping clients achieve their financial goals. Prior to joining Ameriprise, Erica was with WELLS FARGO ADVISORS, LLC in Gilbert, Arizona.
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.
1
2
AZ
04/28/2022 - Present
Ameriprise Financial Services, LLC (Gilbert AZ)
AZ
12/20/2016 - 04/08/2022
WELLS FARGO CLEARING SERVICES, LLC (QUEEN CREEK AZ)
AZ
11/18/2013 - 09/21/2016
WELLS FARGO ADVISORS, LLC (GILBERT AZ)
BC
Issued 11/27/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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