Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erick? Claim Your ProfileErick Mejia is a Registered Representative with Bolton Securities Corp. Erick is a seasoned financial professional, having been in the industry since 1997. Erick's professional experience includes roles at Wells Fargo Clearing Services, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and FINANCIAL NETWORK INVESTMENT CORPORATION. Erick is currently licensed to sell fixed insurance products, and this activity may apply to Erick's clients at Bolton Securities Corp.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
01/01/2025 - Present
Bolton Securities Corp. (BOLTON MA)
MD
09/12/2013 - 03/30/2021
WELLS FARGO CLEARING SERVICES, LLC (BETHESDA MD)
DC
10/16/1997 - 09/16/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
CA
11/29/1996 - 05/28/1997
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
Issued 10/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 11/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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