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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 Persson is a financial advisor with over 10 years of experience in the industry. Erik is currently registered with Nuveen Asset Management, LLC in Chicago, Illinois. Erik is also registered with the state of Illinois as an Investment Advisor Representative. Erik was previously registered with Allspring Funds Distributor, LLC and Sterling Capital Distributors, LLC in Charlotte, North Carolina. Erik holds Series 6, 7TO, 63, and 65 licenses. Erik provides financial planning and portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. Erik has experience in providing financial planning and investment management advice to a wide range of clients.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
Model portfolio advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
07/01/2024 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
NC
07/01/2020 - 06/12/2024
ALLSPRING FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)
NC
12/21/2013 - 06/08/2020
STERLING CAPITAL DISTRIBUTORS, LLC (CHARLOTTE NC)
IA
Issued 07/28/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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