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Erika Caziarc Papeo

J.w. Cole Financial, Inc.

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About Erika Caziarc Papeo

Erika Caziarc Papeo is a registered representative with J.w. Cole Financial, Inc. Erika has been in the financial services industry since 2011. Erika holds the Series 7 and SIE licenses. Erika was previously registered with Cambridge Investment Research, Inc. and FCG ADVISORS, LLC.

Firm Information

Erika Papeo is currently registered with J.w. Cole Financial, Inc.. J.w. Cole Financial, Inc. is a Corporation formed in October 2002 and is registered in 52 states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

Not reported

Assets Under Management

Not reported

Total Clients

84

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Erika Papeo’s Registration & Firm History

NJ

04/30/2021 - Present

J.w. Cole Financial, Inc. (Chatham NJ)

NJ

08/24/2020 - 05/04/2021

CAMBRIDGE INVESTMENT RESEARCH, INC. (Chatham NJ)

NJ

05/06/2016 - 09/18/2020

FCG ADVISORS, LLC (CHATHAM NJ)

NY

01/12/2011 - 04/12/2016

INGALLS & SNYDER, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/11/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Erika Caziarc Papeo.
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