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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 Saunders is a registered investment advisor representative with Financial Advocates Investment Management. Erik has over 30 years of experience in the financial services industry. Erik is a licensed investment advisor representative in Nebraska and Washington. Erik is also a registered representative with FINRA and a member of the Securities Industry and Financial Markets Association (SIFMA). Erik specializes in providing financial planning and investment management services to individuals, families, and businesses. Erik's clients include high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Erik is committed to providing his clients with personalized financial advice and investment strategies that are tailored to their individual needs and 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.
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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WA
12/24/2014 - Present
Financial Advocates Investment Management (OLYMPIA WA)
WA
09/20/2005 - 12/19/2014
CHARLES SCHWAB & CO., INC. (BELLINGHAM WA)
NY
07/29/2005 - 09/01/2005
DREYFUS SERVICE CORPORATION (NEW YORK NY)
NY
04/09/2003 - 07/27/2005
DREYFUS SERVICE CORPORATION (NEW YORK NY)
CA
05/28/2002 - 03/31/2003
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
CA
03/31/1999 - 05/28/2002
TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC. (SAN MATEO CA)
CA
03/12/1990 - 04/09/1999
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BOTH
Issued 01/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1993
Series 7 - General Securities Representative Examination
BC
Issued 03/09/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/28/1989
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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