Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Drewes is an investment advisor with over 30 years of experience in the financial industry. Erik currently works for Partners Capital Services, Inc. based in Hauppauge, NY. Erik specializes in providing investment advice to a variety of clients including high net worth individuals, corporations, pension and profit sharing plans, and other trusts. Erik holds a variety of licenses and certifications, including the Series 65, Series 66, and Series 7.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
06/06/2018 - Present
Partners Capital Services, Inc. (HAUPPAUGE NY)
NY
06/11/1999 - 08/14/2002
MILESTONE FINANCIAL SERVICES, INC. (BOHEMIA NY)
NY
11/07/1996 - 05/24/1999
ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)
NA
02/07/1995 - 11/19/1996
KENSINGTON WELLS INCORPORATED
NY
01/16/1995 - 01/26/1995
RICKEL & ASSOCIATES, INC. (NEW YORK NY)
NA
11/19/1991 - 01/19/1995
SOUTH RICHMOND SECURITIES, INC.
IA
Issued 12/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/1999
Series 4 - Registered Options Principal Examination
BC
Issued 06/21/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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