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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 Mosholt is an Investment Advisor Representative at 46 Peaks Investment Advisory Group. Erik has been in the financial services industry for over 30 years and is a Certified Financial Planner. Erik has experience providing financial advice to individuals and businesses. Erik is also a registered Investment Advisor Representative in Florida, New Jersey, Pennsylvania and Texas.
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.
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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2
PA
09/09/2022 - Present
46 Peaks Investment Advisory Group (NEWTOWN PA)
NJ
04/02/2012 - 02/10/2020
M HOLDINGS SECURITIES, INC. (PRINCETON NJ)
NJ
08/08/2006 - 04/12/2012
AXA ADVISORS, LLC (PRINCETON NJ)
NY
06/01/2000 - 08/11/2004
AXA ADVISORS, LLC (NEW YORK NY)
NJ
01/01/1997 - 07/30/1999
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
12/19/1990 - 01/01/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 03/18/1994
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/11/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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