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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 Johansson is a financial advisor with M Holdings Securities, Inc. located in WEST HARTFORD, CT. Erik Johansson is registered with FINRA, and has a current Series 7, Series 63, Series 65, and SIE licenses. Erik Johansson has been in the industry since 2002 and has experience with BDO CAPITAL ADVISORS, LLC and CITIGROUP GLOBAL MARKETS INC. . Erik Johansson is also registered as an Investment Advisor Representative with M Holdings Securities, Inc. in Connecticut. Erik Johansson provides financial advice to individuals, businesses, and pension and profit-sharing plans.
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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CT
11/18/2021 - Present
M Holdings Securities, Inc. (WEST HARTFORD CT)
MA
05/17/2010 - 10/24/2019
BDO CAPITAL ADVISORS, LLC (BOSTON MA)
CT
03/25/2002 - 12/17/2008
CITIGROUP GLOBAL MARKETS INC. (HARTFORD CT)
IA
Issued 04/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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