Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Jensen is a financial advisor with over 30 years of experience in the industry. Erik is currently a registered representative with United Capital Financial Advisors, LLC. Erik previously held positions with CETERA ADVISOR NETWORKS LLC, Girard Securities, Inc., LPL FINANCIAL LLC, AIG FINANCIAL ADVISORS, INC., SUNAMERICA SECURITIES, INC., THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, LINCOLN FINANCIAL ADVISORS CORPORATION, and G. R. PHELPS & CO., INC. Erik has a strong track record of helping individuals and families achieve their financial goals. He is a Certified Financial Planner and holds Series 7, Series 24, Series 63, and Series 65 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.
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.
Sub-adviser for other investment advisers
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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CA
06/19/2017 - Present
United Capital Financial Advisors (PALM DESERT CA)
CA
11/01/2017 - 12/31/2019
CETERA ADVISOR NETWORKS LLC (PALM DESERT CA)
CA
06/16/2017 - 11/01/2017
GIRARD SECURITIES, INC. (PALM DESERT CA)
CA
07/25/2006 - 06/22/2017
LPL FINANCIAL LLC (PALM DESERT CA)
CA
10/31/2005 - 08/01/2006
AIG FINANCIAL ADVISORS, INC. (PALM DESERT CA)
AZ
09/20/1995 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IN
06/22/1992 - 08/09/1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/22/1992 - 10/02/1995
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
NA
01/25/1990 - 06/12/1992
G. R. PHELPS & CO., INC.
IA
Issued 09/21/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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