Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Presley is a registered representative with Raymond James Financial Services Advisors, Inc. Erik has been in the securities industry since December 2014. Erik has passed the Series 66, Series 7 and SIE exams. Erik is registered in 18 states. Erik also owns and operates several other businesses in the Abilene, TX area. Erik is an investment advisor representative and provides financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars and selection of other advisors. Erik is also involved in the local community and has been a member of several organizations.
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
TX
08/20/2020 - Present
Raymond James Financial Services Advisors, Inc. (Abilene TX)
TX
12/02/2014 - 08/26/2020
WELLS FARGO CLEARING SERVICES, LLC (ABILENE TX)
BOTH
Issued 02/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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