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 Waldron is a financial advisor who has been in the industry for over 29 years. Erik is currently registered with Cuso Financial Services, LP, and has held previous registrations with ECHOTRADE LLC, B & T SECURITIES, INC., TRADESTATION SECURITIES, INC., and OLDE DISCOUNT CORPORATION. Erik is licensed in 13 states and holds several industry licenses. In addition to offering financial planning services, Erik is a registered representative and investment advisor representative and is also an active member of the financial industry.
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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2
OH
02/05/2014 - Present
Cuso Financial Services, LP (MASON OH)
AZ
11/10/2010 - 10/03/2012
ECHOTRADE LLC (PHOENIX AZ)
FL
08/06/2002 - 10/01/2010
B & T SECURITIES, INC. (DELRAY BEACH FL)
FL
08/19/1999 - 08/06/2002
TRADESTATION SECURITIES, INC. (PLANTATION FL)
MI
05/25/1994 - 07/29/1999
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 01/31/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2005
Series 3 - National Commodity Futures Examination
BC
Issued 01/03/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/12/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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