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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 Wright is an investment advisor representative at AE Wealth Management, LLC. She is registered with the state of Massachusetts. Erica Lynn Wright has been in the financial services industry since June 2020. Erica Lynn Wright has a Series 63, Series 65, and Series 6TO licenses. She also holds the SIE designation. Erica Lynn Wright was previously employed at Northwestern Mutual Investment Services, LLC and NYLIFE Securities LLC. Erica Lynn Wright specializes in providing financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, 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.
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.
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2
MA
06/28/2022 - Present
AE Wealth Management, LLC (Hingham MA)
MA
05/25/2021 - 06/09/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Rockland MA)
MA
06/01/2020 - 05/14/2021
NYLIFE SECURITIES LLC (WALTHAM MA)
IA
Issued 05/27/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/26/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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