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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 Ermentraut is a financial advisor with Avantax Advisory Services. Erik provides a range of financial planning and investment services, including retirement planning, tax planning, and estate planning. Erik has been in the industry since 2020 and holds multiple licenses and certifications. Erik has extensive experience providing financial advice to individuals and businesses. Erik is committed to helping clients achieve their financial 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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
DE
02/07/2023 - Present
Avantax Advisory Services (Wilmington DE)
PA
10/16/2020 - 12/14/2022
TRINITY WEALTH SECURITIES, L.L.C. (Philadelphia PA)
BC
Issued 08/22/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/23/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/16/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/19/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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