Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Bolzner is a financial advisor with MML Investors Services, LLC, located in Rochester, NY. Erik is a registered representative with 10 years of experience in the financial services industry. Erik has a Series 7, Series 24, Series 52TO, Series 53, Series 57, and SIE license. Erik specializes in providing financial planning, portfolio management, and pension consulting services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
10/11/2019 - Present
MML Investors Services, LLC (ROCHESTER NY)
VA
02/21/2017 - 09/25/2019
FOLIO INVESTMENTS, INC. (MCLEAN VA)
VA
11/14/2016 - 02/08/2017
CUSO FINANCIAL SERVICES, L.P. (ARLINGTON VA)
VA
02/13/2015 - 11/11/2016
FOLIO INVESTMENTS, INC. (MCLEAN VA)
NY
10/15/2012 - 11/07/2014
SAGE, RUTTY & CO., INC. (ROCHESTER NY)
BOTH
Issued 11/30/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/04/2018
Series 24 - General Securities Principal Examination
BC
Issued 06/05/2020
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2018
Series 57 - Securities Trader Exam
BC
Issued 10/12/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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