Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erika? Claim Your ProfileErika Uebelacker is a financial advisor with Raymond James Financial Services Advisors, Inc. Erika has been in the financial services industry since 2011 and has experience working with individuals, corporations, and retirement plans. She is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 63, Series 24, and Series 65 licenses. Erika is also registered as an Investment Advisor Representative (IAR) with the state of Wisconsin. Prior to joining Raymond James Financial Services Advisors, Inc., Erika worked with Raymond James & Associates, Inc., Northwestern Mutual Investment Services, LLC, and Robert W. Baird & Co. Incorporated. Erika currently works out of the Big Bend, Wisconsin branch of Raymond James Financial Services Advisors, 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WI
06/16/2023 - Present
Raymond James Financial Services Advisors, Inc. (Big Bend WI)
FL
05/07/2018 - 05/09/2023
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
WI
06/03/2015 - 04/24/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
09/24/2013 - 05/08/2015
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
01/14/2011 - 10/08/2013
J.P. MORGAN SECURITIES LLC (MILWAUKEE WI)
IA
Issued 06/09/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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