Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erica? Claim Your ProfileErica Maxon is a financial advisor who joined Ameritas Investment Company, LLC in March 2024. Prior to joining Ameritas Investment Company, Erica worked at CHARLES SCHWAB & CO., INC. in Phoenix, Arizona. Erica holds the Series 7TO, Series 9 and Series 63 licenses. Erica is registered with the states of Arizona and California.
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.
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.
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CA
03/11/2024 - Present
Ameritas Investment Company, LLC (EXETER CA)
AZ
01/12/2021 - 11/08/2023
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
BC
Issued 05/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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