Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Graham Ludvickson is a financial professional with over 20 years of experience in the industry. Erik is currently registered with United Planners' Financial Services Of America A Limited Partner and holds Series 6, 7 and 63 securities licenses as well as the SIE exam. Erik has experience serving clients including high-net-worth individuals, corporations, and individuals. Erik previously worked with Advantage Capital Corporation. Erik works out of the Tucson, Arizona office of United Planners' Financial Services Of America A Limited Partner.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
08/12/2008 - Present
United Planners' Financial Services OF America A Limited Partner (TUCSON AZ)
AZ
07/25/2003 - 08/14/2008
ADVANTAGE CAPITAL CORPORATION (TUCSON AZ)
BC
Issued 07/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/24/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Erik Ludvickson is the right advisor for you? Invested Better is here to help.
