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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 Schulz is a financial advisor with Fidelity Personal and Workplace Advisors. Erik has been in the financial services industry since 2015. Erik is registered with the state of New Hampshire as an Investment Advisor Representative, and is licensed to provide investment advisory services in 53 states and the District of Columbia. Erik has also passed the Series 66 Uniform Combined State Law Examination, the Series 63 Uniform Securities Agent State Law Examination, the Series 4 Registered Options Principal Examination, the Series 7 General Securities Representative Examination, and the SIE Securities Industry Essentials Examination. Erik holds a current registration with FINRA, as well as a current registration with the state of Florida.
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.
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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NH
08/10/2021 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
VT
12/09/2019 - 07/06/2021
CITIZENS SECURITIES, INC. (BRATTLEBORO VT)
NH
09/25/2015 - 12/05/2019
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 02/03/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2017
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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