Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Bjorseth is a financial professional with over 20 years of experience in the industry. Erik is a Registered Representative of Nations Financial Group, Inc. and has been with the firm since 2002. Erik specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting. Erik holds the Series 4, 7, 24, 53, 55, 63 and 66 securities licenses and has a broad range of experience to serve a variety of client needs. Erik is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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
IA
03/07/2006 - Present
Nations Financial Group, Inc. (CEDAR RAPIDS IA)
BOTH
Issued 09/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/09/2005
Series 4 - Registered Options Principal Examination
BC
Issued 07/27/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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