Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erika? Claim Your ProfileErika Marin is a financial advisor with over 20 years of experience in the financial services industry. Erika is currently registered with LPL Financial LLC and Strategic Financial Concepts, LLC. Erika provides a range of financial services to individuals, families, businesses and institutions including financial planning, portfolio management, and retirement planning. Erika has also held previous roles with INVEST FINANCIAL CORPORATION and AMERICAN GENERAL SECURITIES INCORPORATED.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
10/23/2012 - Present
LPL Financial LLC (EL PASO TX)
TX
06/20/2008 - 10/25/2012
INVEST FINANCIAL CORPORATION (EL PASO TX)
TX
08/23/2005 - 06/24/2008
AMERICAN GENERAL SECURITIES INCORPORATED (EL PASO TX)
TX
08/06/2002 - 08/04/2005
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
IA
Issued 08/21/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Erika Marin is the right advisor for you? Invested Better is here to help.
