linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Stefan Jansson Erickson

Amuni Financial, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Stefan? Claim Your Profile

About Stefan Jansson Erickson

Stefan Jansson Erickson is a financial advisor with over 20 years of experience in the industry. Stefan currently works for Amuni Financial, Inc. in St. Petersburg, Florida. Stefan has held previous positions at RAINIER SECURITIES, LLC, D.A. DAVIDSON & CO. and WELLS FARGO INVESTMENTS, LLC. Stefan has a strong background in municipal securities and financial planning. Stefan holds the Series 7, Series 52TO, Series 53 and Series 63 licenses.

Firm Information

Stefan Erickson is currently registered with Amuni Financial, Inc.. Amuni Financial, Inc., a corporation approved in 1980, provides financial planning services and portfolio management for individuals, businesses, and high-net-worth clients. The firm offers educational seminars and helps clients select other advisors. They are registered with the SEC and in 48 states.
Amuni Financial, Inc.

720 SECOND AVE S

ST PETERSBURG, FL 33701

$130.91M

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

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.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

financial planning services available through clearing agent agreement

Financial planning services available through clearing agent agreement

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Stefan Erickson’s Registration & Firm History

FL

05/05/2023 - Present

Amuni Financial, Inc. (ST. PETERSBURG FL)

WA

01/02/2013 - 03/29/2022

RAINIER SECURITIES, LLC (Mercer Island WA)

WA

08/18/2010 - 01/03/2013

D.A. DAVIDSON & CO. (SEATTLE WA)

WA

10/25/2001 - 08/23/2010

WELLS FARGO INVESTMENTS, LLC (SEATTLE WA)

FL

06/26/2000 - 05/11/2001

AMERICAN MUNICIPAL SECURITIES, INC. (ST. PETERSBURG FL)

Not sure if Stefan Jansson Erickson is right for you?

Licenses & Designations

BC

Issued 07/25/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/19/2012

Series 53 - Municipal Securities Principal Examination

BC

Issued 05/05/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stefan Jansson Erickson.
Not sure if Stefan Jansson Erickson is right for you?