Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Plaisted is an investment advisor representative at Osaic Wealth, Inc. based in Savage, Minnesota. Erik has been in the financial industry since 1998. Erik has Series 7, Series 63, and Series 65 licenses. Erik has worked at several firms including Woodbury Financial Services, Inc., Lindsco/Private Ledger Corp., SII Investments, Inc., FSC Securities Corporation, Charles Schwab & Co., Inc., Norwest Investment Services, Inc., and Forum Financial Services, Inc..
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.
A percentage of the total value of assets under management is charged.
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2
MN
01/19/2024 - Present
Osaic Wealth, Inc. (SAVAGE MN)
MN
07/24/2007 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (SAVAGE MN)
MN
01/29/2003 - 05/17/2007
LINSCO/PRIVATE LEDGER CORP. (SAVAGE MN)
WI
02/05/2002 - 01/30/2003
SII INVESTMENTS, INC. (APPLETON WI)
GA
11/19/2001 - 12/21/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
TX
12/17/1999 - 11/07/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MN
01/07/1999 - 10/29/1999
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
ME
04/15/1998 - 04/07/1999
FORUM FINANCIAL SERVICES, INC. (PORTLAND ME)
IA
Issued 03/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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