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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 Michael Pettine is an Investment Advisor Representative at Ameriprise Financial Services, LLC. Erik has been in the financial industry since 2020. Erik has a Series 66, Series 24, Series 7TO, and SIE licenses. Erik is registered with the Securities and Exchange Commission and FINRA. Erik is registered in 34 states. Erik provides financial planning, portfolio management, and educational seminars. Ameriprise Financial Services, LLC is a large firm based in Minneapolis, Minnesota, with over $479 billion in assets under management. Ameriprise Financial Services, LLC has a wide range of client types, including individuals, high-net-worth individuals, pension plans, and corporations.
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.
Asset allocation services
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
TX
07/05/2022 - Present
Ameriprise Financial Services, LLC (Mont Belvieu TX)
TX
06/08/2022 - 07/06/2022
EDWARD JONES (BAYTOWN TX)
TX
08/19/2020 - 01/25/2022
FIDELITY BROKERAGE SERVICES LLC (FRIENDSWOOD TX)
BOTH
Issued 09/17/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2023
Series 24 - General Securities Principal Examination
BC
Issued 08/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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