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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 Pedersen is an investment advisor representative with The Ameriflex Group in Scottsdale, Arizona. Erik has been in the industry since 2003 and has experience providing comprehensive wealth management, financial planning, and investment advisory services. Erik holds a Series 7, 24, 52TO, 53, and 66 license and has been registered with the state of Arizona since 2003. Erik also has previous experience with Principal Securities, Inc. and AXA Advisors, LLC. Erik's current registrations include Arizona and Texas. Erik is able to provide advisory services to high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
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
AZ
11/03/2023 - Present
THE Ameriflex Group (Scottsdale AZ)
AZ
09/20/2017 - 11/08/2023
PRINCIPAL SECURITIES, INC. (PHOENIX AZ)
AZ
09/23/2003 - 09/08/2017
AXA ADVISORS, LLC (SCOTTSDALE AZ)
BOTH
Issued 11/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/07/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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