Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erika? Claim Your ProfileErika Heredia Link is a registered representative with Ameriprise Financial Services, LLC. Erika has been in the financial services industry since 2010 and has a Series 7, Series 24, and Series 66 license. Erika has experience providing financial planning services to clients in a variety of investment areas, including retirement planning, college savings, and estate planning. Erika is registered with the Securities and Exchange Commission (SEC) and has a current employment with Ameriprise Financial Services, LLC in Orlando, FL. Erika also has a previous employment with Investors Capital Corp. and Girard Securities, Inc.
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.
Asset allocation 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.
1
2
FL
08/02/2016 - Present
Ameriprise Financial Services, LLC (ORLANDO FL)
FL
09/06/2011 - 01/16/2013
INVESTORS CAPITAL CORP. (WINTER HAVEN FL)
FL
09/02/2010 - 08/26/2011
GIRARD SECURITIES, INC. (FT. LAUDERDALE FL)
BOTH
Issued 06/06/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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