Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erika? Claim Your ProfileErika Maria Badillo is a registered representative with Insight Securities, Inc. Erika has been in the securities industry since 2011 and has a Series 7, Series 63, Series 66, Series 52, Series 55, Series 57TO and SIE license. Erika has experience working with individual and corporate clients in providing financial planning, portfolio management, and selection of other advisors. Erika is also a Vice President of Dynasty Nutra Inc. and is a consultant for Excelsior Trading LLC. Erika also works for Precise Investment Management, a US registered RIA. Erika currently has registrations with Florida, Illinois and Texas.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
09/26/2016 - Present
Insight Securities, Inc. (Highland Park IL)
CA
02/02/2024 - 05/08/2024
PRIVATE PORTFOLIO, INC. (LA JOLLA CA)
IL
06/01/2009 - 04/14/2010
MORGAN STANLEY SMITH BARNEY (CHICAGO IL)
IL
01/04/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
PR
09/06/2005 - 04/13/2006
CITICORP FINANCIAL SERVICES CORPORATION (SAN JUAN PR)
BOTH
Issued 06/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/30/2016
Series 4 - Registered Options Principal Examination
BC
Issued 02/09/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2016
Series 52 - Municipal Securities Representative Examination
BC
Issued 11/06/2015
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/03/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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