Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erica? Claim Your ProfileErica Wright is a financial professional with over 11 years of experience in the industry. Erica is currently registered with Northwestern Mutual Investment Services, LLC and has held previous positions with WELLS FARGO FUNDS DISTRIBUTOR, LLC. Erica is licensed to provide financial advice in 17 states and holds the Series 63, Series 7, Series 24 and SIE exams. Erica's clients are primarily individuals and banking or thrift institutions. Erica has a strong background in investment research and provides referrals to other financial advisors.
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.
Investment research; referrals to other advisers
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.
Referral fees
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2
WI
05/08/2017 - Present
Northwestern Mutual Investment Services, LLC (MILWAUKEE WI)
WI
08/08/2011 - 04/06/2017
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
BC
Issued 08/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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