Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Erickson is a financial advisor with Osaic Wealth, Inc. based in Scottsdale, AZ. Jennifer has been in the industry since 1999 and has a broad range of experience. Jennifer has a Series 7, Series 6, and Series 24 license as well as the SIE exam. Jennifer is a skilled financial planner and has been recognized for her expertise in providing a wide range of financial services to clients.
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.
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.
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AZ
01/19/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
MN
03/11/2004 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
CT
01/02/2003 - 12/20/2003
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
PA
03/11/2002 - 12/20/2002
HARTFORD INVESTMENT FINANCIAL SERVICES, LLC (WAYNE PA)
MN
12/16/1998 - 12/31/2001
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BC
Issued 12/10/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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