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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 Lynn Wadel is an Investment Advisor Representative with Ameriprise Financial Services, LLC in Plymouth Meeting, PA. Erica is licensed in 7 states, including Pennsylvania, Virginia, Minnesota, New Jersey, Maryland, and Arizona. Erica has over 28 years of experience in the financial industry, with previous roles at Riversource Distributors, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Erica has Series 63, 65, 66, and 7 licenses as well as the Securities Industry Essentials (SIE) exam. Erica's areas of specialization include retirement planning, investment management, education planning, and financial planning. Ameriprise Financial Services, LLC provides a range of financial planning services, including asset allocation services, investment management for individuals and businesses, educational seminars, and publication of periodicals.
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
PA
01/25/2024 - Present
Ameriprise Financial Services, LLC (Plymouth Meeting PA)
MN
12/15/2011 - 12/31/2023
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
PA
01/27/2006 - 12/15/2011
AMERIPRISE FINANCIAL SERVICES, INC. (CHESTER SPRINGS PA)
MN
10/20/1999 - 01/06/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
08/09/1994 - 01/06/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
IA
Issued 01/18/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/04/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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