Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erika? Claim Your ProfileErika Nichol Borman is a financial advisor at Planmember Securities Corp. with over 20 years of experience in the industry. Erika is registered as a securities agent in both California and Nevada. She also holds Series 6, 7, 63, and 65 licenses. Erika has a wide range of experience in the financial industry, including working with high-net-worth individuals, corporations, and pension plans. Erika is passionate about providing personalized financial advice and helping her clients reach their financial goals.
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.
Provides investment supervisory 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.
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2
CA
11/24/2008 - Present
Planmember Securities Corp. (CARPINTERIA CA)
NV
07/19/1996 - 07/24/2008
FIRST ALLIED SECURITIES, INC. (RENO NV)
IA
Issued 11/21/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/17/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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