Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erica? Claim Your ProfileErica Nathan is a registered representative and investment advisor representative with Fidelity Personal And Workplace Advisors, having joined the firm in August 2020. Erica holds a Series 66, Series 7 and a SIE. Previously, Erica was a registered representative at Equitable Advisors, LLC and AXA Advisors, LLC. Erica has experience with various investment strategies and specializes in working with individuals, families, corporations, and charitable organizations. Erica is licensed to offer investment advice and securities products in Alabama, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Louisiana, Maine, Massachusetts, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and Wyoming. Erica's current employer, Fidelity Personal And Workplace Advisors, is a large investment firm with assets under management of over $818 billion. The firm offers a variety of financial planning and investment services, including portfolio management for individuals, families, businesses, and charitable organizations.
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.
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.
1
2
NJ
02/05/2021 - Present
Fidelity Personal AND Workplace Advisors (PARAMUS NJ)
NJ
02/12/2018 - 06/30/2020
EQUITABLE ADVISORS, LLC (SADDLE BROOK, NJ)
CA
05/02/2017 - 10/20/2017
AXA ADVISORS, LLC (SAN DIEGO CA)
BOTH
Issued 09/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2018
Series 7 - General Securities Representative Examination
BC
Issued 05/02/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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