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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Erickson is a financial professional with over 15 years of experience in the industry. Robert's career began with Pruco Securities, LLC. After leaving Pruco Securities, LLC. Robert joined Quest Capital Strategies, Inc. Currently, Robert works with Stonex Advisors Inc. providing financial consulting services, financial planning and pension consulting services. Robert also provides educational seminars, selects other advisors and manages portfolios for individuals and businesses. Robert has earned both Series 6 and Series 63 licenses. Robert also holds a Series 26 Principal exam license and a Series 65 Investment Advisor license. Robert earned his Series 65 license in 2016 and his Series 63 in 2009. Robert is registered as a broker-dealer with the state of New Jersey. Robert is also registered as an Investment Advisor with the state of New Jersey. Stonex Advisors Inc. is a firm headquartered in Birmingham, Alabama with 232 registered representatives, 233 investment advisory professionals, and 191 licensed agents.
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.
Financial consulting services
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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2
AL
12/06/2019 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
CA
08/14/2017 - 12/06/2019
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
NJ
02/05/2007 - 04/17/2017
PRUCO SECURITIES, LLC. (EGG HARBOR TOWNSHIP NJ)
IA
Issued 08/29/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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