Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Edward Gotrik is a financial advisor who has been in the industry since May 2014. Erik is currently registered with World Investment Advisors, LLC in Madison, WI and holds both Series 63 and Series 65 licenses as well as a Series 6 license. Erik has prior experience at GWFS Equities, Inc. in Madison, WI. Erik specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles.
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
05/15/2018 - Present
World Investment Advisors, LLC (Madison WI)
WI
05/08/2014 - 05/16/2018
GWFS EQUITIES, INC. (MADISON WI)
IA
Issued 07/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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