Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erika? Claim Your ProfileErika Dawn Gilman is a financial advisor at Edward Jones. Erika has been in the industry since 2002 and is licensed to offer advisory services in 26 states. Erika has a Series 7, Series 63 and Series 66 license. Erika is also a Certified Financial Planner. Erika provides financial planning, pension consulting and selection of other advisors services to individuals, businesses and investment companies. Erika manages a total of $342 billion of assets in a discretionary manner and $482 billion in a non-discretionary manner. Erika is also involved with property management, owning an office rental property in Richmond, IN.
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.
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.
See schedule d - miscellaneous
1
2
IN
01/26/2007 - Present
Edward Jones (NEW CASTLE IN)
BOTH
Issued 01/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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