Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Gullickson is a financial advisor with Raymond James Financial Services Advisors, Inc. Erik has been in the financial services industry since April 2007. Erik has a Series 66, Series 7 and SIE license and is registered with FINRA and the state of Illinois. Erik specializes in providing financial planning, portfolio management, and other investment-related services to individuals, families, and businesses. Erik is a partner, bookkeeper, and owner/proprietor of FLP Tax Services Inc. and Gullickson Tax Services, both of which are tax preparation businesses. Erik also serves as a Board Member and Finance Committee Member of The Conservation Foundation.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
IL
01/24/2019 - Present
Raymond James Financial Services Advisors, Inc. (CRYSTAL LAKE IL)
IL
04/02/2007 - 05/27/2011
EDWARD JONES (WEST DUNDEE IL)
BOTH
Issued 06/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Erik Gullickson is the right advisor for you? Invested Better is here to help.
