Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Sopinka is a financial advisor with Truist Investment Services, Inc. He has been in the industry since October 15, 2000, and is licensed in 53 states. Erik holds licenses including Series 63, Series 24, Series 10, Series 9, Series 6TO, SIE and Series 7. Erik was previously with Charles Schwab & Co., Inc.
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.
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.
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2
FL
04/15/2015 - Present
Truist Investment Services, Inc. (LAKE MARY FL)
FL
07/27/1999 - 01/22/2014
CHARLES SCHWAB & CO., INC. (ORLANDO FL)
BC
Issued 06/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2017
Series 24 - General Securities Principal Examination
BC
Issued 02/07/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/30/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/03/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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