Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Jefferson is an investment advisor representative registered with Flagship Harbor Advisors, LLC, an independent investment advisor firm. Erik has been in the financial services industry since 2010, and holds Series 7, 66, 99TO, and SIE licenses. Erik is registered to provide investment advice in several states, including Massachusetts, Texas, California, Colorado, Connecticut, Illinois, Maine, Maryland, Nebraska, Pennsylvania, and Rhode Island. Erik specializes in working with individuals, high-net-worth individuals, businesses, charitable organizations, and pension and profit-sharing plans. Erik's compensation is based on fixed fees, hourly charges, and a percentage of assets.
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
10/04/2021 - Present
Flagship Harbor Advisors, LLC (BOSTON MA)
MA
11/12/2010 - 11/22/2011
PARKER POINT CAPITAL, LLC (SOUTHBOROUGH MA)
MA
08/21/2008 - 12/18/2008
AMERIPRISE FINANCIAL SERVICES, INC. (WESTBOROUGH MA)
IA
Issued 04/21/2012
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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