Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik A. Selness is an investment advisor representative at Raymond James Financial Services Advisors, Inc. Erik has over 15 years of experience in the financial services industry and has been registered with the Securities and Exchange Commission (SEC) since 2010. Erik is a Certified Financial Planner and holds the Series 7, 31, and 66 licenses. Erik has previously worked at Wells Fargo Advisors, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Erik specializes in providing financial planning, investment management, and retirement planning services to individuals, families, 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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
GA
11/10/2016 - Present
Raymond James Financial Services Advisors, Inc. (ATLANTA GA)
GA
09/10/2010 - 05/04/2015
WELLS FARGO ADVISORS, LLC (MARIETTA GA)
NY
05/05/2004 - 10/05/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/22/2002 - 02/27/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 09/09/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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