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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erika anne? Claim Your ProfileErika Anne Dizon is a financial advisor at Fidelity Personal And Workplace Advisors. Erika has been working in the financial industry since 2017. Erika holds Series 6, 7, 66, and SIE licenses. Erika's background includes working with clients in California and Texas, and her experience has given her a comprehensive understanding of financial planning needs. Erika is dedicated to providing personalized financial advice and helping clients reach 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.
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
CA
03/04/2024 - Present
Fidelity Personal AND Workplace Advisors (THOUSAND OAKS CA)
CA
10/06/2022 - 03/22/2023
J.P. MORGAN SECURITIES LLC (RESEDA CA)
CA
05/09/2019 - 11/07/2022
CHARLES SCHWAB & CO., INC. (Woodland Hills CA)
CA
11/28/2017 - 04/22/2019
THRIVENT INVESTMENT MANAGEMENT INC. (Glendale CA)
CA
08/04/2017 - 09/11/2017
NYLIFE SECURITIES LLC (GLENDALE CA)
BOTH
Issued 11/02/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/04/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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