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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 Jean Lundstedt is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Erika has been in the financial services industry for over 10 years, and holds the Series 7TO, Series 63, Series 66, and Series 10 licenses. Erika is registered to provide investment advice in Kentucky, Ohio, and all other states. She specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. Prior to joining Fidelity Personal And Workplace Advisors, Erika was a financial advisor with UBS Financial Services Inc. and Fidelity Brokerage Services LLC. Erika is a member of the Greater Cincinnati Chapter of the Indiana University Alumni Association and is a Board Member for the Junior League of Cincinnati.
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.
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.
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.
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2
KY
11/04/2024 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
OH
03/28/2022 - 10/04/2022
UBS FINANCIAL SERVICES INC. (CINCINNATI OH)
KY
09/04/2020 - 09/20/2021
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 12/08/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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