Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erika? Claim Your ProfileErika Rachelle Lee is a financial advisor with over four years of experience in the financial services industry. Erika is registered with Wells Fargo Advisors Financial Network, LLC and is currently licensed to provide investment advisory services in Missouri, Oregon, and Texas. Erika previously worked at Royal Alliance Associates, Inc. and has extensive experience in providing financial planning and portfolio management services to individuals, corporations, and institutions.
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.
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.
Investment consulting services to institutional clients
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
OR
01/24/2023 - Present
Wells Fargo Advisors Financial Network, LLC (SALEM OR)
OR
09/18/2020 - 02/02/2022
ROYAL ALLIANCE ASSOCIATES, INC. (Lake Oswego OR)
IA
Issued 07/11/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/18/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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