Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Gulliksen is an investment advisor representative, registered with First Command Advisory Services. Erin has been in the securities industry since May 2016 and has been registered with First Command Advisory Services since July 2016. Erin is licensed to provide investment advice in California, Arizona, Delaware, District of Columbia, Florida, Maryland, Michigan, New Mexico, New York, Ohio, Texas and Virginia. Erin holds Series 66, SIE and Series 7 licenses. Erin specializes in working with individuals and pension and profit-sharing plans. Erin is based in Oceanside, California.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
01/05/2023 - Present
First Command Advisory Services (Oceanside CA)
BOTH
Issued 02/27/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Erin Gulliksen is the right advisor for you? Invested Better is here to help.
