Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erick? Claim Your ProfileErick John Roshelli is a financial advisor who has been in the industry since 2007. Erick is currently registered with Hightower Advisors, LLC in Bethesda, Maryland, and holds licenses in Maryland and Virginia. Erick has previously worked with TD Ameritrade, Inc. and Edward Jones. Erick holds Series 7, Series 24, Series 66, and SIE licenses. Erick is also licensed in several states, including District of Columbia, Maryland, New York, and Virginia. Erick specializes in providing financial planning and portfolio management for 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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
MD
04/03/2019 - Present
Hightower Advisors, LLC (BETHESDA MD)
VA
11/13/2008 - 04/04/2019
TD AMERITRADE, INC. (RESTON VA)
VA
07/12/2007 - 11/12/2008
EDWARD JONES (ALEXANDRIA VA)
BOTH
Issued 07/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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