Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Sherfinski is a financial advisor registered with Equitable Advisors, LLC and has been in the financial industry for over 20 years. Erik has a strong background in financial planning and portfolio management, providing guidance to individuals, businesses, and charitable organizations. Erik is also a registered representative with the state of Wisconsin. Erik is committed to providing personalized financial advice to help clients achieve their financial goals. Erik is also affiliated with Partners in Planning, a firm dedicated to providing financial planning services. Erik's dedication to his clients and extensive knowledge of the financial industry make him a valuable resource for anyone seeking financial guidance.
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.
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.
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WI
01/19/2023 - Present
Equitable Advisors, LLC (RHINELANDER WI)
BOTH
Issued 12/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/20/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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