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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Naslund is an Investment Advisor Representative with Cetera Investment Advisers LLC. Erik has been in the industry since July 2012, and has passed the Series 6, Series 7, Series 63, and Series 65 exams. Erik holds active licenses in Alaska, Arizona, California, Florida, Hawaii, Idaho, Ohio, Oregon, Utah and Washington. Erik has experience working at Wells Fargo Clearing Services, LLC, and Cetera Investment Services LLC. Erik is a member of the Rotary Club of Snoqualmie and is a volunteer flag football head coach and volunteer baseball assistant coach. Erik specializes in providing financial planning services to individuals and businesses. Erik is also licensed to provide portfolio management services to individuals, businesses, and charitable organizations.
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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WA
05/19/2017 - Present
Cetera Investment Advisers LLC (BELLEVUE WA)
WA
07/03/2012 - 05/25/2017
WELLS FARGO CLEARING SERVICES, LLC (SAMMAMISH WA)
IA
Issued 07/31/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/02/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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