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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 Johnson is a financial advisor who has been in the industry since March 25, 2003. Erik is currently registered with Cetera Investment Advisers LLC. Erik is also a registered representative with Cetera Investment Services LLC. Erik has experience working with high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. Erik provides financial planning, pension consulting, educational seminars, and portfolio management services to his clients.
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.
1
2
FL
05/28/2015 - Present
Cetera Investment Advisers LLC (ORLANDO FL)
FL
04/08/2013 - 12/02/2014
CETERA INVESTMENT SERVICES LLC (MELBOURNE FL)
FL
07/27/2010 - 03/31/2012
MORGAN KEEGAN & COMPANY, INC. (MELBOURNE FL)
FL
07/02/2009 - 06/24/2010
SUNTRUST INVESTMENT SERVICES, INC. (VERO BEACH FL)
FL
07/17/2001 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (MELBOURNE FL)
BOTH
Issued 05/27/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/16/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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