Unclaimed
Erik Douglas Marechal is a registered investment advisor representative, with over 15 years of experience in the financial services industry. Erik is currently registered with TLG Advisors, Inc. in Colorado and South Carolina. Erik has previously worked with Nationwide Securities, LLC in South Carolina. Erik holds the Series 6, Series 63, and Series 65 licenses. Erik specializes in helping individuals, businesses, and institutional clients with their financial planning and investment needs.
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.
Placement of institutional funds
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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2
CO
01/06/2024 - Present
TLG Advisors, Inc. (LITTLETON CO)
SC
03/29/2004 - 10/07/2019
NATIONWIDE SECURITIES, LLC (FLORENCE SC)
IA
Issued 06/09/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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