Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Soren? Claim Your ProfileSoren Erickson is a financial advisor currently registered with Badgley Phelps Wealth Managers in Seattle, Washington. Soren has been in the industry since 2012. Soren's previous experience includes positions with Steward Partners Investment Solutions, LLC, Stancorp Equities, Inc., and Leader Capital Corp. Soren holds Series 63, Series 65, Series 7, and Series 52TO securities licenses. Soren has also earned the Chartered Financial Analyst (CFA) designation.
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.
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.
Credit and cash management solutions. insurance solutions
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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WA
02/21/2024 - Present
Badgley Phelps Wealth Managers (SEATTLE WA)
OR
04/04/2018 - 12/23/2023
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC (PORTLAND OR)
OR
09/16/2016 - 04/05/2018
STANCORP EQUITIES, INC. (PORTLAND OR)
OR
09/04/2015 - 05/23/2016
LEADER CAPITAL CORP. (PORTLAND OR)
BC
Issued 12/19/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/12/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/2019
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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