Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erick? Claim Your ProfileErick Primero is an investment advisor representative registered with Fifth Third Securities, Inc. has been in the securities industry since December 2004. The advisor holds licenses in several states including Ohio, California, and Texas. Primero is registered with FINRA and is licensed in Investment Company Products/Variable Contracts. They specializes in working with individuals, high-net-worth individuals, businesses, and charitable organizations. The advisor's services include financial planning and portfolio management for both individuals and businesses.
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.
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.
Sponsor wrap fee program
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.
1
2
OH
02/12/2024 - Present
Fifth Third Securities, Inc. (COLUMBUS OH)
OH
04/13/2023 - 09/08/2023
PARKLAND SECURITIES, LLC (New Albany OH)
OH
12/18/2018 - 04/21/2023
FIFTH THIRD SECURITIES, INC. (NEWARK OH)
OH
08/25/2014 - 01/24/2017
NATIONWIDE INVESTMENT SERVICES CORPORATION (GRANDVIEW HEIGHTS OH)
OH
10/10/2001 - 10/08/2013
NATIONWIDE SECURITIES, LLC (COLUMBUS OH)
OH
03/22/2007 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (DUBLIN OH)
IA
Issued 3/12/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/26/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 4/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 1/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/9/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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