Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erica? Claim Your ProfileErica Swanson is a financial advisor with Equitable Advisors, LLC. Erica has been in the financial services industry since 2010. She specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Erica holds the Series 7, Series 24, and SIE licenses. Erica has a proven track record of success in helping her clients achieve 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.
A percentage of the total value of assets under management is charged.
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NC
12/22/2021 - Present
Equitable Advisors, LLC (CHARLOTTE NC)
SC
04/21/2021 - 11/08/2021
LPL FINANCIAL LLC (FORT MILL SC)
NC
03/25/2017 - 06/04/2019
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
02/19/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
11/10/2010 - 02/17/2016
METLIFE SECURITIES INC. (CHARLOTTE NC)
NJ
11/10/2010 - 01/02/2015
NEW ENGLAND SECURITIES (SOMERSET NJ)
NJ
11/10/2010 - 09/09/2013
TOWER SQUARE SECURITIES, INC. (SOMERSET NJ)
NJ
11/10/2010 - 09/09/2013
WALNUT STREET SECURITIES, INC. (SOMERSET NJ)
BC
Issued 04/14/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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