Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erika? Claim Your ProfileErika Lara is a financial advisor registered with Raymond James Financial Services Advisors, Inc. with over six years of experience in the industry. Erika has been active in the securities industry since March 8, 2017, and currently holds a Series 7, Series 66, and SIE license. Erika is registered to provide investment advisory services in 23 states, including Texas. Erika previously held positions with UBS Financial Services Inc. and Edward Jones.
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
TX
08/31/2023 - Present
Raymond James Financial Services Advisors, Inc. (San Angelo TX)
TX
11/28/2019 - 09/11/2023
UBS FINANCIAL SERVICES INC. (SAN ANGELO TX)
TX
01/18/2017 - 10/08/2019
EDWARD JONES (SAN ANGELO TX)
BOTH
Issued 02/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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