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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 Siverson is a financial advisor with Cetera Investment Advisers LLC. Erik is based in Minneapolis, Minnesota. Erik has been in the industry since 2005. Erik holds the Series 7, SIE, and Series 63 licenses. Erik is a Certified Financial Planner. Cetera Investment Advisers LLC is a registered investment advisor with over $100 billion in assets under management. The firm has a long history of providing financial advice to individuals and families. They offer a variety of services including financial planning, investment management, and retirement planning.
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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2
MN
08/10/2023 - Present
Cetera Investment Advisers LLC (MINNEAPOLIS MN)
MN
09/30/2005 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
09/30/2005 - 10/20/2021
CRI SECURITIES, LLC (MINNEAPOLIS MN)
BC
Issued 8/5/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/29/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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