Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erick? Claim Your ProfileErick Gerardo Colon is a registered investment advisor representative with Hornor, Townsend & Kent, LLC. Erick is also a licensed insurance broker and provides insurance services through Concord Wealth Management. He is a member of several boards including Greater Manchester Habitat for Humanity and the YMCA Advisory Board. Erick has been in the financial services industry since 2013 and has passed several exams including the Series 6, Series 63, and Series 65 exams. Erick provides financial planning, portfolio management and pension consulting services to individuals, corporations, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
Trail commissions, distribution assistance fees
1
2
MA
11/03/2014 - Present
Hornor, Townsend & Kent, LLC (Boston MA)
MA
10/03/2014 - 10/08/2014
PURSHE KAPLAN STERLING INVESTMENTS (Boston MA)
MA
10/18/2013 - 10/03/2014
VOYA FINANCIAL ADVISORS, INC. (BOSTON MA)
IA
Issued 11/19/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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