Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erica? Claim Your ProfileErica McCain is a financial advisor with Ae Wealth Management, LLC. Erica has been working in the financial industry since 2001 and has a wide range of experience in providing financial advice to individuals and businesses. Erica is registered with the state of Ohio and holds the Series 6, Series 26, and Series 63 licenses. She is also a Registered Representative with the firm and can provide a variety of financial services including: investment advice, financial planning, and insurance sales.
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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OH
04/22/2020 - Present
AE Wealth Management, LLC (Wheelersburg OH)
OH
11/18/2010 - 12/31/2017
QUESTAR CAPITAL CORPORATION (WHEELERSBURG OH)
OH
01/02/2009 - 11/05/2010
SAMMONS SECURITIES COMPANY, LLC (WHEELERSBURG OH)
CA
02/07/2008 - 11/24/2008
SCF SECURITIES, INC. (SAN DIEGO CA)
OH
05/28/2004 - 12/20/2006
W&S BROKERAGE SERVICES, INC. (PORTSMOUTH OH)
OH
09/06/2001 - 12/04/2003
FORT WASHINGTON BROKERAGE SERVICES, INC. (CINCINNATI OH)
BC
Issued 11/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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