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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Szabocsik is a financial advisor with Wealthspire Advisors. Erik is a Certified Financial Planner with over 10 years of experience in the financial services industry. Erik has experience working with high-net-worth individuals, families, corporations and charitable organizations. Erik specializes in financial planning, portfolio management, and retirement planning.
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.
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.
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MD
10/11/2024 - Present
Wealthspire Advisors (Annapolis MD)
NY
12/01/2010 - 12/02/2019
FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)
NJ
12/17/2008 - 11/08/2010
AXA ADVISORS, LLC (EDISON NJ)
BOTH
Issued 03/04/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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