Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Earl Finanger is a financial advisor with Stifel, Nicolaus & Company, Inc. Erik has been in the industry since 1984 and has experience working with individuals, corporations, charitable organizations, investment clubs, pension and profit sharing plans, and insurance companies. Erik holds several licenses and certifications, including the Series 6, Series 7, Series 63, and Series 65. Erik is also a member of the Silver M Club Inc., where he serves on the Investment Committee.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WI
10/23/2009 - Present
Stifel, Nicolaus & Company, Inc. (WAUSAU WI)
WI
09/29/2008 - 09/15/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (WAUSAU WI)
WI
09/16/1997 - 09/29/2008
PRIMEVEST FINANCIAL SERVICES, INC. (ROTHSCHILD WI)
NJ
01/11/1993 - 09/15/1997
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
NA
09/20/1984 - 01/08/1993
CENTURY INVESTORS OF AMERICA, INC.
IA
Issued 03/05/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1993
Series 7 - General Securities Representative Examination
BC
Issued 09/19/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Erik Finanger is the right advisor for you? Invested Better is here to help.
