Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erika? Claim Your ProfileErika Coombs is a financial advisor with Piper Sandler & Co., located in Phoenix, Arizona. Erika has been in the industry since 2007 and has a wide range of experience in the financial services industry. Erika is registered to provide securities and investment advisory services in Arizona, New Mexico, and Utah. Erika specializes in providing financial services to state or municipal government entities. Erika's previous experience includes working at Stifel, Nicolaus & Company, Incorporated, Stone & Youngberg LLC, Wedbush Morgan Securities Inc., and Peacock, Hislop, Staley & Given, Inc.
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.
Analytical reports/public finance consulting program
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.
1
2
AZ
01/06/2021 - Present
Piper Sandler & Co. (PHOENIX AZ)
AZ
09/30/2011 - 01/07/2021
STIFEL, NICOLAUS & COMPANY, INCORPORATED (PHOENIX AZ)
AZ
12/03/2009 - 09/30/2011
STONE & YOUNGBERG LLC (PHOENIX AZ)
AZ
10/20/2008 - 12/08/2009
WEDBUSH MORGAN SECURITIES INC. (PHOENIX AZ)
AZ
01/10/2007 - 11/14/2008
PEACOCK, HISLOP, STALEY & GIVEN, INC. (PHOENIX AZ)
BC
Issued 04/07/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 10/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Erika Coombs is the right advisor for you? Invested Better is here to help.
