Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Wilcox is an Investment Advisor Representative who has been working in the financial services industry since 2009. Erik is currently registered with Equitable Advisors, LLC in Connecticut, Florida, Ohio and Rhode Island. Erik has previously been registered with Citizens Securities, Inc. and Morgan Stanley. Erik holds licenses for Series 66, SIE, Series 31 and Series 7. Erik's registrations and licenses demonstrate a commitment to a diverse range of financial services and products.
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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RI
11/29/2022 - Present
Equitable Advisors, LLC (EAST GREENWICH RI)
RI
08/06/2014 - 12/02/2022
CITIZENS SECURITIES, INC. (WARWICK RI)
RI
08/30/2010 - 08/18/2014
MORGAN STANLEY (PROVIDENCE RI)
RI
03/17/2009 - 07/28/2010
EDWARD JONES (PROVIDENCE RI)
BOTH
Issued 03/26/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 03/16/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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