Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Oleary is a financial advisor who has been working in the financial services industry since December 2013. Erik currently works with Park Avenue Securities LLC. Erik has Series 6, 7TO, 63 and 65 licenses and has been registered with the state of Massachusetts for a Broker-Dealer and Investment Advisor. Erik has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans and insurance companies. Erik provides financial planning, educational seminars, selection of other advisors and portfolio management services. Previous to his current position, Erik was a financial advisor at SagePoint Financial, Inc., Securian Financial Services, Inc. and NYLIFE Securities LLC.
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.
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
MA
01/21/2025 - Present
Park Avenue Securities LLC (BRAINTREE MA)
MA
08/02/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (BRAINTREE MA)
MA
04/05/2018 - 08/19/2022
SECURIAN FINANCIAL SERVICES, INC. (Braintree MA)
MA
10/12/2013 - 01/19/2018
NYLIFE SECURITIES LLC (WALTHAM MA)
IA
Issued 01/31/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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