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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 Burros is a financial advisor associated with Wells Fargo Clearing Services, LLC. Erik has been in the financial services industry since 1992. Erik is currently registered as a securities representative in Oregon and Texas. Erik holds the Series 7, Series 63, and Series 65 licenses. Erik also has a Series SIE license. Erik specializes in portfolio management for individuals and businesses. Erik is also affiliated with Wells Fargo Advisors LLC, based in Portland, Oregon.
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
OR
05/02/2013 - Present
Wells Fargo Clearing Services, LLC (PORTLAND OR)
NY
01/19/1993 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MN
06/17/1992 - 07/10/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/17/1992 - 07/10/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/01/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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