Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Gunter Scharff is a financial advisor with Vanguard Advisers, Inc. based in Scottsdale, AZ. He is a Certified Financial Planner and has been in the industry since 2007. Erik has been with Vanguard Advisers, Inc. since March 2011. Prior to that, he worked at Charles Schwab & Co., Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Erik holds the Series 7, Series 63, and Series 65 licenses. He specializes in providing financial planning, portfolio management, and selection of other advisors. He is also a part-time faculty member at the University of Phoenix in Phoenix, AZ and has a fiduciary role for his mother.
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.
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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AZ
10/01/2019 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
TX
10/13/1999 - 12/31/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
08/06/1997 - 08/11/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 04/19/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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