Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erica? Claim Your ProfileErica Molina is a financial advisor with Cambridge Investment Research Advisors, Inc. Erica has been in the financial industry since 2003 and is a CERTIFIED FINANCIAL PLANNER™. Erica has held previous positions at several other firms including USAA Financial Advisors, Inc., Charles Schwab & Co., Inc., and The Vanguard Group, Inc. Erica has a strong track record of providing financial advice and is committed to helping her clients reach their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
AZ
01/11/2024 - Present
Cambridge Investment Research Advisors, Inc. (Phoenix AZ)
AZ
04/23/2019 - 08/30/2023
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
AZ
09/09/2016 - 12/27/2018
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
AZ
12/01/2006 - 08/05/2016
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
06/02/2003 - 10/31/2006
AMERIPRISE FINANCIAL SERVICES, INC. (PHOENIX AZ)
MN
06/02/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/18/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/06/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/23/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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