Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik William Sotell is a registered investment advisor representative with Columbia Management Investment Advisers, LLC. Erik has been in the industry since January 2013 and has worked at Donegal Securities, Inc. before joining Columbia Management Investment Advisers, LLC. Erik holds the Series 66, Series 7, and SIE licenses. Erik is registered with the state of Massachusetts as both a broker-dealer and an investment advisor. Columbia Management Investment Advisers, LLC is a firm with over $427 Billion in assets under management and serves a variety of clients including individuals, corporations, and investment companies.
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.
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.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
08/13/2013 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
MA
01/09/2013 - 08/13/2013
DONEGAL SECURITIES, INC. (WELLESLEY MA)
BOTH
Issued 07/03/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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