Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Anthony Detota is a financial advisor with Transamerica Retirement Advisors, LLC in Lansing, New York. Erik has been working in the financial services industry since June 14, 2016. Erik holds Series 66, SIE and Series 7 licenses.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
NY
03/05/2024 - Present
Transamerica Retirement Advisors, LLC (Lansing NY)
NY
05/27/2020 - 12/12/2022
LPL FINANCIAL LLC (ITHACA NY)
NY
07/20/2018 - 04/28/2020
TD AMERITRADE, INC. (ITHACA NY)
NY
01/22/2014 - 06/15/2017
AXA ADVISORS, LLC (SYRACUSE NY)
BOTH
Issued 02/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Erik Detota is the right advisor for you? Invested Better is here to help.
