Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erica? Claim Your ProfileErica Uccio is a financial professional who is registered with Charles Schwab & Co., Inc.. Erica has been in the industry since 2019 and holds licenses for Series 6, 7TO and 63. Erica has experience with BBVA Securities Inc.. Erica is a licensed representative for Charles Schwab & Co., Inc., and is also registered in 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
AZ
07/14/2019 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
12/04/2018 - 05/30/2019
BBVA SECURITIES INC. (Scottsdale AZ)
BC
Issued 02/28/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Erica Uccio is the right advisor for you? Invested Better is here to help.
