Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Erickson is a financial advisor with over 20 years of experience in the industry. She is currently registered with Osaic Wealth, Inc. and has a Series 6, 7, and 63 license. Sheila has a broad range of experience in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and charitable organizations. Sheila has a strong understanding of the investment markets and is committed to helping clients achieve their financial goals.
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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2
NY
01/19/2024 - Present
Osaic Wealth, Inc. (MANHASSET NY)
NY
04/20/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (MANHASSET NY)
NY
03/04/2021 - 02/02/2023
WOODBURY FINANCIAL SERVICES, INC. (Manhasset NY)
NY
12/07/2018 - 05/02/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (MELVILLE NY)
UT
03/07/2018 - 09/19/2018
ORCHARD SECURITIES, LLC (PLEASANT GROVE UT)
NY
02/27/2009 - 03/08/2016
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
NY
11/15/2001 - 07/29/2008
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
MA
04/12/2000 - 04/30/2001
J.P. MORGAN FUND DISTRIBUTORS, INC. (BOSTON MA)
NY
04/16/1998 - 03/28/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 10/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/09/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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