Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Lillibridge is a financial advisor with Osaic FA, Inc., located in Hartford, CT. Erik has been in the financial services industry since 2000. Erik holds the Series 66, Series 26 and Series 7 licenses and is registered to provide investment advisory services in Connecticut and Texas. Erik is also a licensed insurance agent offering a variety of insurance products. Erik has extensive experience working with a variety of clients including individuals, families, businesses, charitable organizations and retirement plans. Erik is committed to providing clients with personalized financial advice and solutions to help them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Retirement plan consulting services provided on a limited basis.
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.
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CT
03/09/2021 - Present
Osaic FA, Inc. (HARTFORD CT)
CT
04/19/2012 - 02/07/2014
AMERIPRISE FINANCIAL SERVICES, INC. (EAST HARTFORD CT)
CT
08/17/2011 - 04/27/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HARTFORD CT)
CT
04/13/2009 - 07/25/2011
LINCOLN FINANCIAL ADVISORS CORPORATION (WINDSOR CT)
CT
06/01/2006 - 04/03/2009
NEWALLIANCE INVESTMENTS, INC. (STORRS CT)
CT
01/06/2006 - 05/17/2006
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (HARTFORD CT)
MA
10/20/2004 - 12/16/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
11/14/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
CT
10/06/2003 - 10/28/2003
INFINEX INVESTMENTS, INC. (MERIDEN CT)
NY
05/16/2001 - 10/15/2003
QUICK & REILLY, INC. (NEW YORK NY)
IN
11/02/2000 - 05/01/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/19/2000 - 05/01/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
BOTH
Issued 11/01/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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