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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 De la rosa hennessey is an Investment Advisor Representative with 1919 Investment Counsel, LLC. Erika is registered in Texas and Washington and is currently pending approval in California, Florida, and Oregon. Erika has been in the industry since 2014 and earned the Series 65 license in 2015. She is experienced in financial planning, portfolio management, and providing non-discretionary investment advice.
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.
Strategic management for diversified investment portfolios.
Nondiscretionary investment advice and certain family office services
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.
Asset-based fees for nondiscretionary model advice
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CA
10/03/2018 - Present
1919 Investment Counsel, LLC (San Francisco CA)
IA
Issued 04/11/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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