Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Young is a registered investment advisor representative with Raymond James Financial Services Advisors, Inc. Erik has been in the industry for more than 14 years, having worked previously for Woodbury Financial Services, Inc., Cetera Advisor Networks LLC, and Valtinson Bruner Financial Planning LLC. Erik currently resides in Mahtomedi, Minnesota. Erik holds licenses in Series 66, Series 24, SIE and Series 7. Erik's specialties include financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MN
03/06/2024 - Present
Raymond James Financial Services Advisors, Inc. (Mahtomedi MN)
MN
01/26/2017 - 09/05/2018
WOODBURY FINANCIAL SERVICES, INC. (NEW BRIGHTON MN)
MN
01/20/2016 - 01/30/2017
CETERA ADVISOR NETWORKS LLC (MINNEAPOLIS MN)
MN
07/02/2009 - 10/29/2015
WOODBURY FINANCIAL SERVICES, INC. (WHITE BEAR LAKE MN)
BOTH
Issued 09/28/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2009
Series 24 - General Securities Principal Examination
BC
Issued 09/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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