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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erika? Claim Your ProfileErika Milosevich is an investment advisor representative with Cetera Investment Advisers LLC. Erika has been in the industry since February 7, 1994. Erika holds the Series 7, Series 24, Series 63, and Series 65 licenses. Previously, Erika worked with PFIC Securities Corporation and M&I Brokerage Services, Inc. Erika's current registration is with the state of Wisconsin. Erika specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and portfolio management for individuals.
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
WI
01/21/2014 - Present
Cetera Investment Advisers LLC (BROOKFIELD WI)
TN
05/25/2000 - 02/24/2004
PFIC SECURITIES CORPORATION (FRANKLIN TN)
WI
07/01/1994 - 11/14/2000
M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)
WI
02/08/1994 - 07/01/1994
VALLEY SECURITIES, INC. (APPLETON WI)
IA
Issued 6/15/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/9/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/3/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/7/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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