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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Popik Erickson is a financial advisor with Cetera Investment Advisers LLC in Durham, NC. Linda has been in the financial services industry since 1985 and has extensive experience in providing financial planning, portfolio management, and pension consulting services. She is a CERTIFIED FINANCIAL PLANNER™ professional and holds several industry licenses, including Series 7, 24, 51, and 63. Linda is committed to helping her clients achieve their financial goals and has worked with a variety of clients, including high-net-worth individuals, businesses, corporations, and charitable organizations.
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 (DURHAM 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 2/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/1/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/5/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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