Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Matthew Gholtoghian is an investment advisor representative at Bakeravenue. Erik is registered with the state of California and has a Series 65 license. Erik is actively involved in the financial services industry and has a strong understanding of the investment advisory business. Erik has experience working with clients of all types, including individuals, corporations, and charitable organizations. Erik is committed to providing his clients with personalized advice and helping them reach their financial goals.
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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CA
01/01/2025 - Present
Bakeravenue (SAN FRANCISCO CA)
IA
Issued 10/23/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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