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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 a financial advisor with Cetera Investment Advisers LLC in Brookfield, Wisconsin. Erika has been in the financial services industry since 1994. She has a wide range of experience and expertise, and is committed to providing her clients with personalized financial advice and guidance. Erika is dedicated to helping her clients achieve their financial goals.
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 06/15/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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