Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erika? Claim Your ProfileErika Rose Slepian is a registered representative of Wealthfront Advisers LLC, a firm based in Palo Alto, California. Erika Rose Slepian has been working in the financial services industry since 2018, and holds licenses for Series 7TO, SIE, and Series 66. Erika Rose Slepian has worked at a number of firms before joining Wealthfront Advisers LLC, including Everlywell, GQR Global Markets, Vanderbilt University, and Driftwood Day Camp.
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.
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.
Revenue share with affiliate - bd
1
2
CA
09/04/2024 - Present
Wealthfront Advisers LLC (PALO ALTO CA)
BOTH
Issued 08/06/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/31/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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