Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erich? Claim Your ProfileErich Michael Imphong is a financial advisor at Plotkin Financial Advisors, LLC. Erich has been in the financial services industry since 2013 and is registered with the state of Maryland and Texas. Erich is a CERTIFIED FINANCIAL PLANNER™ professional and has passed the Series 66, Series 7, and SIE exams. Erich provides financial planning, retirement plan consulting and portfolio management services to individuals and high-net-worth individuals.
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.
Personalized portfolio management to meet individual financial objectives.
Retirement plan consulting
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.
A percentage of the total value of assets under management is charged.
Percentage of retirement plan assets
1
2
MD
07/15/2022 - Present
Plotkin Financial Advisors, LLC (CHEVY CHASE MD)
BOTH
Issued 04/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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