Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erika? Claim Your ProfileErika Ann Greeney is a financial advisor at LPL Financial LLC, where she has been employed since April 2023. Erika has over 2 years of experience in the financial services industry, most recently as a registered representative at U.S. Bancorp Investments, Inc. Erika is registered to provide financial advice in California, Minnesota, Tennessee, Wisconsin, and Wyoming. Erika holds the Series 63, Series 66, and Series 7TO licenses. Erika also has a background in hospitality and food service, having worked in various restaurants in the Minnesota area.
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.
Consulting and other non-discretionary advisory services
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
MN
07/17/2023 - Present
LPL Financial LLC (BLOOMINGTON MN)
MN
02/07/2023 - 04/05/2023
U.S. BANCORP INVESTMENTS, INC. (WEST SAINT PAUL MN)
BOTH
Issued 07/07/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/06/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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