Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Rinehold is a financial advisor who has been in the industry since July 16, 2016. Currently, Erik Rinehold is registered with Cambridge Investment Research Advisors, Inc. Erik Rinehold is also registered in 42 states for both securities and investment advisory services. Erik Rinehold has several certifications including Certified Financial Planner. Erik Rinehold has experience with a number of firms in the industry including Raymond James Financial Services, Inc., NYLIFE Securities LLC, MML Investors Services, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
Solicitation fees from 3rd party money managers
1
2
VA
08/02/2024 - Present
Cambridge Investment Research Advisors, Inc. (Lansdowne VA)
VA
03/04/2021 - 08/05/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (LEESBURG VA)
MD
10/21/2019 - 03/08/2021
NYLIFE SECURITIES LLC (BETHESDA MD)
VA
03/29/2018 - 09/12/2019
MML INVESTORS SERVICES, LLC (VIENNA VA)
MD
05/20/2016 - 03/08/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BETHESDA MD)
BOTH
Issued 09/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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