Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Lindholm is a financial advisor with over 23 years of experience in the industry. Erik is currently registered as an investment advisor representative (IAR) with Independence Square Holdings, LLC, a firm that provides investment advisory services to individuals and institutions. Erik has experience in various aspects of financial planning, including retirement planning, college savings, and estate planning. Erik is also a registered representative with LPL Financial, LLC and is licensed to sell insurance products. Erik is committed to providing his clients with personalized financial advice that helps them achieve their financial goals.
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.
Cash management & mortgage 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.
Referral fees
1
2
PA
01/13/2020 - Present
Independence Square Holdings, LLC (KING OF PRUSSIA PA)
PA
10/05/2009 - 12/13/2016
AMERIPRISE FINANCIAL SERVICES, INC. (CONSHOHOCKEN PA)
PA
01/16/1996 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (CONSHOHOCKEN PA)
IA
Issued 10/30/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/15/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Erik Lindholm is the right advisor for you? Invested Better is here to help.
