Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erica? Claim Your ProfileErica Rae Nelson is a financial advisor registered with USAA Investment Services Co. in Phoenix, AZ. Erica has been working in the industry since 2014. Erica has passed several exams including the Series 7, Series 63, Series 24, Series 51 and SIE exams. Erica's experience is with USAA Financial Advisors, Inc., where she worked from 2014 to 2020.
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.
Referrals
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.
Referral fees pursuant to a referral agreement
1
2
AZ
05/06/2020 - Present
Usaa Investment Services Co. (Phoenix AZ)
AZ
03/17/2014 - 06/30/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
IA
Issued 01/29/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2017
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/01/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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