Unclaimed
Erick Robert Krosky is a financial advisor with over 20 years of experience in the industry. Erick currently works with The Ameriflex Group as an Investment Advisor. Erick is also a Certified Financial Planner™. In addition to their work with The Ameriflex Group, Erick is also a self-employed insurance agent.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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2
AZ
03/06/2023 - Present
THE Ameriflex Group (Scottsdale AZ)
AZ
02/24/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (Scottsdale AZ)
AZ
02/17/2017 - 02/09/2023
EDWARD JONES (SCOTTSDALE AZ)
AZ
11/30/2016 - 02/21/2017
BBVA SECURITIES INC. (PHOENIX AZ)
CA
01/15/2013 - 10/14/2016
PACIFIC SELECT DISTRIBUTORS, LLC (NEWPORT BEACH CA)
NE
10/18/2012 - 01/16/2013
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
IL
06/23/2011 - 06/13/2012
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
VA
06/05/2008 - 01/21/2011
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
CT
10/04/2000 - 05/14/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FAIRFIELD CT)
BOTH
Issued 10/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 10/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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