Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Jackson is a financial advisor with Frost Investment Services. Erik is registered with FINRA and the state of Texas. Erik has been in the industry since 2013. Prior to joining Frost Investment Services, Erik was a financial advisor with PNC Investments and BBVA Securities Inc. Erik holds Series 6, 7, 52, 53, 63, 65 and SIE licenses. Erik is a licensed financial advisor and provides a variety of financial services, including financial planning, portfolio management for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
12/20/2022 - Present
Frost Investment Services (SAN ANTONIO TX)
TX
08/23/2021 - 12/06/2022
PNC INVESTMENTS (BROWNSVILLE TX)
TX
11/15/2013 - 08/23/2021
BBVA SECURITIES INC. (LAREDO TX)
IA
Issued 05/20/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/15/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2017
Series 52 - Municipal Securities Representative Examination
BC
Issued 11/25/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/15/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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