Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Wilson is an active broker and investment advisor representative with over 20 years of experience in the financial services industry. Erik currently works for World Equity Group, Inc. based in Stuart, FL. Erik has been with World Equity Group, Inc. since July 2019. Prior to this, Erik worked at TAYLOR CAPITAL MANAGEMENT INC., FINTEGRA, LLC and MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. Erik holds licenses in Florida, New Jersey, and New York.
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.
1
2
FL
07/15/2019 - Present
World Equity Group, Inc. (Stuart FL)
FL
03/25/2015 - 07/23/2019
TAYLOR CAPITAL MANAGEMENT INC. (Boca Raton FL)
FL
05/15/2014 - 03/25/2015
FINTEGRA, LLC (WEST PALM BEACH FL)
NY
06/03/1998 - 08/15/2001
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)
NY
12/09/1997 - 05/21/1998
W.J. NOLAN & COMPANY, INC. (NEW YORK NY)
NY
09/09/1997 - 11/19/1997
DALTON KENT SECURITIES GROUP, INC. (NEW YORK NY)
WI
11/27/1996 - 07/15/1997
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
NY
08/23/1996 - 11/29/1996
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 12/23/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/22/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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