Unclaimed
Erik John Johnson is a financial advisor with Cetera Investment Advisers LLC. Erik has been in the financial industry since 2018. Erik has a Series 7, Series 66 and SIE. Erik has experience in portfolio management for individuals and businesses. Erik is registered in 14 states and provides services in Financial Planning, Pension Consulting, and Educational Seminars. Erik also serves on the Board of Directors for the Boys and Girls Club of New Bedford.
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.
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
RI
08/10/2023 - Present
Cetera Investment Advisers LLC (WARWICK RI)
RI
09/04/2018 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (WARWICK RI)
BOTH
Issued 10/18/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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