Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erika? Claim Your ProfileErika Zimmerman is a financial advisor at Raymond James & Associates, Inc. Erika has been in the industry since 2005 and holds Series 63, 7, and SIE licenses. Erika has experience working with a variety of clients, including individuals, corporations, and institutions. She is committed to providing her clients with personalized financial advice and helping them 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.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AL
07/10/2020 - Present
Raymond James & Associates, Inc. (TUSCALOOSA AL)
MO
01/10/2018 - 07/06/2020
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CLAYTON MO)
MO
05/27/2016 - 01/11/2018
WHEELHOUSE SECURITIES CORPORATION (ST. LOUIS MO)
MO
08/14/2015 - 06/06/2016
LPL FINANCIAL LLC (TOWN & COUNTRY MO)
MO
07/01/2009 - 08/20/2015
WHEELHOUSE SECURITIES CORPORATION (CLAYTON MO)
MO
05/24/2005 - 07/08/2009
HUNTLEIGH SECURITIES CORPORATION (ST. LOUIS MO)
BC
Issued 09/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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