Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erica? Claim Your ProfileErica Yoshiko Puent is a financial advisor registered with Creative Planning. Erica has been in the financial services industry for over 6 years and has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. Erica holds a Series 63, 66, and 7 license, as well as the SIE and is a Certified Financial Planner. Erica is committed to helping clients achieve their financial goals and provides comprehensive financial planning services. Erica works out of the Overland Park, KS office of Creative Planning.
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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KS
06/18/2024 - Present
Creative Planning (OVERLAND PARK KS)
TX
11/02/2017 - 12/26/2019
CHARLES SCHWAB & CO., INC. (Fort Worth TX)
BOTH
Issued 02/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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