Unclaimed
Erik Fotta is a financial professional with Canaccord Genuity LLC. Erik is registered with FINRA and is currently licensed in Massachusetts and New York. Erik has been in the industry since August 2024. Erik holds the Series 63, Series 79TO, and SIE licenses.
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.
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.
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MA
08/05/2024 - Present
Canaccord Genuity LLC (BOSTON MA)
BC
Issued 05/16/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/20/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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