Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erick? Claim Your ProfileErick Palacios is a financial advisor with Plan to Prosper Wealth Management. Erick has been in the industry since 2002 and is registered with the state of Florida. Erick has a Series 66, Series 7, and SIE license. In addition to investment advisory services, Erick also provides insurance solutions to clients.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
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FL
09/18/2023 - Present
Plan TO Prosper Wealth Management (ORMOND BEACH FL)
FL
10/25/2014 - 08/16/2019
PURSHE KAPLAN STERLING INVESTMENTS (Holly Hill FL)
MN
08/14/2002 - 06/16/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/14/2002 - 06/16/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/09/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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