Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erika? Claim Your ProfileErika Pape is a financial advisor with Raymond James Financial Services Advisors, Inc. located in North Haven, Connecticut. Erika has over 10 years of experience in the financial services industry. She is a Registered Representative (RR) and Investment Advisor Representative (IAR) in Connecticut, as well as several other states. Erika holds the Series 7, Series 66, and Series 24 securities licenses. She has also passed the Securities Industry Essentials (SIE) Exam. Erika has a strong understanding of investment strategies and is committed to providing personalized financial advice to help clients achieve their financial goals. Previously, Erika was employed by Key Investment Services LLC and Essex Financial Services, Inc. in Connecticut.
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
CT
06/04/2019 - Present
Raymond James Financial Services Advisors, Inc. (North Haven CT)
CT
10/22/2018 - 06/03/2019
KEY INVESTMENT SERVICES LLC (OLD SAYBROOK CT)
CT
05/12/2016 - 01/02/2018
ESSEX FINANCIAL SERVICES, INC. (ESSEX CT)
BOTH
Issued 07/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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