Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Holt is a financial professional with over 20 years of experience in the industry. Erik is an Investment Advisor Representative with Independent Wealth Network, Inc., and is registered with the Securities and Exchange Commission. Erik also holds Series 66 and 7 licenses. Erik is dedicated to providing financial guidance and support to individuals, families, and businesses. Erik specializes in retirement planning, college savings, and investment management. Erik is committed to building long-term relationships with clients and helping them achieve 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.
Guidance on pension options to ensure a secure financial future.
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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2
MD
06/25/2020 - Present
Independent Wealth Network, Inc. (Frederick MD)
MD
01/02/2018 - 01/02/2024
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (Frederick MD)
MD
04/21/2008 - 12/31/2017
BROKER DEALER FINANCIAL SERVICES CORP. (HAGERSTOWN MD)
MD
02/22/2005 - 05/08/2008
PARK AVENUE SECURITIES LLC (FREDERICK MD)
NY
10/14/2004 - 02/03/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
06/01/2004 - 09/27/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/07/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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