Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Chin Park is a financial advisor with over 30 years of experience in the industry. Erik is currently registered with LPL Financial LLC. Erik is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7, Series 63, and SIE licenses. Erik has previously been affiliated with Commonwealth Financial Network, Essex National Securities, Inc., MDS Securities Incorporated, American Express Financial Advisors Inc., and IDS Life Insurance Company. Erik has experience working with individuals, high-net-worth individuals, corporations, businesses, pension and profit-sharing plans, charitable organizations, insurance companies, investment clubs, and state or municipal government entities. Erik provides a variety of advisory services, including financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, selection of other advisors, and consulting and other non-discretionary advisory 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.
Consulting and other non-discretionary advisory services
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
FL
01/06/2006 - Present
LPL Financial LLC (WELLINGTON FL)
MA
01/05/1999 - 01/10/2000
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
CA
10/14/1996 - 01/07/1999
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
IN
04/07/1994 - 12/31/1995
MDS SECURITIES INCORPORATED (CARMEL IN)
MN
12/12/1990 - 04/06/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/12/1990 - 04/06/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/29/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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