Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ericka? Claim Your ProfileEricka Marini is a financial advisor registered with Edward Jones. Ericka is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7, 31, and 66 securities licenses as well as the SIE exam. Ericka has been a financial advisor since 2005 and has worked for various firms like Hornor, Townsend & Kent, Inc., Synergy Investment Group, LLC, and Morgan Stanley DW Inc. Ericka specializes in providing financial planning and portfolio management services for individuals and businesses. Ericka also has experience providing financial guidance to US Veterans transitioning back into the workforce.
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.
See schedule d - miscellaneous
1
2
WA
11/26/2019 - Present
Edward Jones (NEWCASTLE WA)
NC
01/06/2009 - 06/23/2009
HORNOR, TOWNSEND & KENT, INC. (DURHAM NC)
NC
11/06/2006 - 04/01/2008
EDWARD JONES (RALEIGH NC)
FL
04/12/2006 - 06/26/2006
SYNERGY INVESTMENT GROUP, LLC (TAMPA FL)
NY
08/04/2005 - 03/15/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 11/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/08/2019
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/03/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Ericka Marini is the right advisor for you? Invested Better is here to help.
