Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Nedrud is a financial advisor with over 25 years of experience in the financial services industry. Erik has a wide range of experience working with clients in a variety of financial planning needs. Erik is currently registered with Fidelity Personal And Workplace Advisors, previously worked with USAA Financial Advisors, Inc., Valic Financial Advisors, Inc., Scottrade, Inc. and TD Waterhouse Investor Services, Inc. and Kennedy, Cabot & Co.. Erik has a strong understanding of the financial markets and is committed to providing his clients with personalized advice and guidance.
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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2
TX
07/30/2020 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
11/24/2018 - 04/22/2020
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
06/12/2018 - 09/27/2018
VALIC FINANCIAL ADVISORS, INC. (PLANO TX)
TX
10/17/2005 - 03/08/2018
SCOTTRADE, INC. (GARLAND TX)
NE
11/07/1997 - 10/14/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
CA
03/28/1994 - 11/07/1997
KENNEDY, CABOT & CO. (BEVERLY HILLS CA)
BOTH
Issued 5/15/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/3/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 2/19/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 1/13/1995
Series 24 - General Securities Principal Examination
BC
Issued 7/18/1994
Series 4 - Registered Options Principal Examination
BC
Issued 9/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/29/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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