Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Jankowski is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Erik has been in the financial industry since March 2013 and has extensive experience in providing investment advice. Erik is registered to provide investment advice in all 50 states. Erik has a strong background in helping clients with their financial planning needs. Erik specializes in providing investment consulting services to institutional clients, in addition to providing financial planning and pension consulting. Erik is committed to providing personalized service to each of his clients, and he strives 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.
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.
Investment consulting services to institutional clients
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.
1
2
FL
05/01/2024 - Present
Wells Fargo Clearing Services, LLC (DELRAY BEACH FL)
FL
04/29/2022 - 05/02/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOCA RATON FL)
FL
08/24/2016 - 04/30/2022
J.P. MORGAN SECURITIES LLC (BOYNTON BEACH FL)
FL
07/31/2013 - 08/10/2016
WELLS FARGO ADVISORS, LLC (LAKE WORTH FL)
FL
01/09/2012 - 05/24/2012
NSM SECURITIES, INC. (WEST PALM BEACH FL)
BOTH
Issued 09/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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