Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Hernandez-ramos is an investment advisor representative registered with Wells Fargo Clearing Services, LLC. Erik is based in Lakewood, Colorado and has over 10 years of experience in the financial services industry. Erik is also registered with the state of Colorado as an investment advisor representative. Erik has obtained the Series 6, 7, 63 and 66 securities licenses. Erik has a broad range of experience, including working with high net worth individuals, corporations, and charitable organizations. Erik’s specializations include Retirement Planning, Insurance, Investments, College Savings, and Estate Planning. Erik is also a landlord with rental property in Avon, Colorado.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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
CO
08/18/2017 - Present
Wells Fargo Clearing Services, LLC (LAKEWOOD CO)
CO
11/01/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (EDWARDS CO)
BOTH
Issued 08/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/30/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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