Unclaimed
Laverne Erickson is a financial professional with over 30 years of experience in the financial services industry. Laverne is a Registered Representative and Investment Advisor Representative with Cetera Investment Advisers LLC. Laverne has a wide range of experience in financial planning, portfolio management, and investment advisory services. Laverne holds the Series 6, 7, and 63 licenses, and the SIE exam. Laverne also holds the designation of Chartered Financial Consultant. Laverne is committed to providing her clients with personalized financial advice and guidance.
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.
1
2
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (MINNEAPOLIS MN)
MN
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (PLYMOUTH MN)
IA
04/10/1989 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
BC
Issued 04/07/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/07/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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