Unclaimed
Erika Van lingen is a financial advisor with over 20 years of experience in the industry. Erika is registered with Voya Financial Advisors, Inc., where has been working since September 2014. Previously, Erika held positions at Santander Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Erika is a licensed financial advisor in 53 states and the District of Columbia. Erika specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisers.
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.
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.
1
2
MA
01/02/2020 - Present
Voya Financial Advisors, Inc. (BRAINTREE MA)
MA
06/24/2019 - 12/09/2019
SANTANDER SECURITIES LLC (BRIDGEWATER MA)
MA
06/05/2012 - 04/03/2019
VOYA FINANCIAL ADVISORS, INC. (BRAINTREE MA)
MA
11/12/2009 - 06/18/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
MA
04/10/2001 - 02/20/2009
FIDELITY BROKERAGE SERVICES LLC (CAMBRIDGE MA)
BOTH
Issued 06/20/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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