Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Bencomo is a financial advisor with over 18 years of experience in the industry. Erik currently works at J.p. Morgan Securities LLC in Houston, TX. Erik has worked with various financial firms in the past, including Charles Schwab & Co., Inc., Salient Capital L.P., Merrill Lynch, Pierce, Fenner & Smith Incorporated, TD Ameritrade, Inc., Next Financial Group, Inc., Chase Investment Services Corp. and AXA Advisors, LLC. Erik is a Certified Financial Planner and holds the Series 66, Series 7 and SIE licenses. Erik specializes in providing financial planning and investment management services to individuals, businesses, corporations, pension plans, insurance companies, charitable organizations, and labor unions.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
07/19/2024 - Present
J.p. Morgan Securities LLC (Houston TX)
TX
06/20/2016 - 06/11/2024
CHARLES SCHWAB & CO., INC. (Webster TX)
TX
08/14/2014 - 02/08/2016
SALIENT CAPITAL L.P. (HOUSTON TX)
TX
04/18/2012 - 08/25/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
07/02/2010 - 11/22/2011
TD AMERITRADE, INC. (HOUSTON TX)
TX
04/06/2009 - 06/11/2010
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
TX
07/27/2006 - 11/19/2007
TD AMERITRADE, INC. (HOUSTON TX)
TX
11/24/2003 - 07/24/2006
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
NY
12/05/2002 - 04/23/2003
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 12/10/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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