Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Glushien is a financial advisor who has been in the industry since 2005. Erik is currently registered with Osaic Wealth, Inc. in Boynton Beach, Florida. Erik has previously worked with Securities America, Inc., KMS Financial Services, Inc., Investors Capital Corp., MetLife Securities Inc., Metropolitan Life Insurance Company, Gunnallen Financial, Inc and Royal Alliance Associates, Inc. Erik has passed the Series 7 and SIE exams. Erik has specialized in financial planning, portfolio management for individuals and businesses, and pension consulting.
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
FL
06/14/2024 - Present
Osaic Wealth, Inc. (BOYNTON BEACH FL)
FL
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (BOYNTON BEACH FL)
FL
12/16/2010 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (BOYNTON BEACH FL)
FL
05/03/2007 - 12/20/2010
INVESTORS CAPITAL CORP. (BOYNTON BEACH FL)
FL
06/14/2006 - 04/25/2007
METLIFE SECURITIES INC. (WEST PALM BEACH FL)
FL
06/14/2006 - 04/25/2007
METROPOLITAN LIFE INSURANCE COMPANY (WEST PALM BEACH FL)
FL
01/18/2006 - 04/21/2006
GUNNALLEN FINANCIAL, INC (WELLINGTON FL)
AZ
08/08/2005 - 01/24/2006
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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