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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 Magana-garza is a financial advisor with Frost Investment Services. Erika has been in the financial services industry since 2007. Erika is a Registered Representative and Investment Advisor Representative. Erika holds the Series 7, Series 63, Series 66, Series 24, Series 4, and Series 53 licenses. Erika is also a Registered Options Principal. Erika is registered with the state of Texas. Erika has specialized in providing financial advice to corporations or other businesses, individuals other than high-net-worth, and high-net-worth individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
01/28/2022 - Present
Frost Investment Services (SAN ANTONIO TX)
TX
10/03/2016 - 09/06/2017
VOYA FINANCIAL ADVISORS, INC. (EDINBURG TX)
TX
04/26/2016 - 07/22/2016
AMERIPRISE FINANCIAL SERVICES, INC. (EDINBURG TX)
TX
08/20/2013 - 02/24/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MCALLEN TX)
TX
10/25/2011 - 07/26/2013
WELLS FARGO ADVISORS, LLC (MCALLEN TX)
TX
08/11/2006 - 10/21/2011
FINANCIAL NETWORK INVESTMENT CORPORATION (SAN ANTONIO TX)
BOTH
Issued 10/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2012
Series 4 - Registered Options Principal Examination
BC
Issued 01/09/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/23/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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