Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Aarts is a financial advisor with Touchstone Advisors Inc. Erik has been in the industry since August 4, 2001. Erik is registered with the state of Ohio. Erik's previous employers include PIMCO INVESTMENTS LLC and ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC. Erik is a licensed financial advisor and has a Series 63, Series 65, Series 7, Series 24 and Series 3 licenses. Erik specializes in portfolio management for investment companies.
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.
Helps you choose top advisors aligned with your financial goals.
Strategic management for diversified investment portfolios.
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.
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NJ
06/09/2021 - Present
Touchstone Advisors Inc. (Hoboken NJ)
NY
02/14/2011 - 04/29/2020
PIMCO INVESTMENTS LLC (NEW YORK NY)
NY
06/26/2000 - 02/14/2011
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)
IA
Issued 08/30/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2017
Series 3 - National Commodity Futures Examination
BC
Issued 06/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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