Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Erickson is a financial advisor who has been active in the industry since 1985. Linda is a Certified Financial Planner and works as a regional director for Paragon Wealth Advisors. Linda is also a partner with Erickson Advisors and has worked for several firms including Cetera Investment Advisers LLC and New England Securities Corporation. Linda is registered with the Financial Industry Regulatory Authority (FINRA) and the state of North Carolina, and holds multiple licenses, including the Series 7, Series 24, and Series 51. Linda provides a range of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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
NC
06/29/2023 - Present
Cetera Investment Advisers LLC (GREENSBORO NC)
NA
12/23/1987 - 12/15/1988
NEW ENGLAND SECURITIES CORPORATION
NA
05/26/1987 - 11/05/1987
TITAN CAPITAL CORPORATION
NA
02/12/1987 - 04/22/1987
BAKER THOMAS SECURITIES, INC.
NA
03/05/1986 - 01/14/1987
W. S. GRIFFITH & CO., INC.
NA
03/21/1985 - 01/24/1986
SENTRA SECURITIES CORPORATION
BC
Issued 02/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/05/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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