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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 Harpsoe is a financial advisor registered with Stratos Wealth Advisors LLC. Erik has been in the financial services industry for over 20 years and has a strong track record of providing personalized financial advice and investment management services to individual and institutional clients. Erik specializes in financial planning, retirement planning, college savings, and investment management. He holds a Series 7, Series 63, and Series 66 licenses. Erik is a member of the Ohio Securities Dealers Association and the Financial Industry Regulatory Authority (FINRA). Erik also serves as a Managing Partner for Century Wealth Partners.
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.
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.
Percentage of assets under management with third party managers
1
2
OH
01/17/2019 - Present
Stratos Wealth Advisors LLC (WESTLAKE OH)
OH
04/05/2002 - 03/29/2006
TD WATERHOUSE INVESTOR SERVICES, INC. (WOODMERE OH)
NJ
05/31/2000 - 03/27/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
IN
01/10/2000 - 05/31/2000
CONSECO SECURITIES, INC. (CARMEL IN)
OH
09/23/1998 - 12/31/1999
AAG SECURITIES, INC. (CINCINNATI OH)
MI
09/24/1997 - 04/30/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 08/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/15/1997
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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