Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik John Cush is a financial advisor with Fidelity Personal And Workplace Advisors. Erik has been in the financial industry for over 12 years. Erik is a Certified Financial Planner™ and holds licenses in 53 states and the District of Columbia. Erik has experience in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
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2
CO
07/19/2024 - Present
Fidelity Personal AND Workplace Advisors (LONE TREE CO)
CO
09/17/2018 - 04/30/2020
TRANSAMERICA CAPITAL, INC. (DENVER CO)
CO
09/30/2011 - 09/18/2018
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
BC
Issued 11/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/29/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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