Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Bernhardt Erickson is a financial advisor with over 20 years of experience in the industry. Theodore is currently registered with Cetera Investment Advisers LLC and has previously worked with LPL FINANCIAL LLC, IFMG SECURITIES, INC., DFC INVESTOR SERVICES, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, KMS FINANCIAL SERVICES, INC., and WADDELL & REED, INC. Theodore holds Series 6, 7, 63 and 66 licenses. Theodore's primary office location is in LAS VEGAS, NV.
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
NV
09/23/2024 - Present
Cetera Investment Advisers LLC (LAS VEGAS NV)
WA
03/04/2008 - 03/31/2020
LPL FINANCIAL LLC (CAMAS WA)
OR
08/06/2007 - 03/04/2008
IFMG SECURITIES, INC. (TILLAMOOK OR)
OR
03/27/2007 - 08/10/2007
DFC INVESTOR SERVICES (TILLAMOOK OR)
OR
12/15/2006 - 03/23/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAKE OSWEGO OR)
OR
10/01/2003 - 12/15/2006
DFC INVESTOR SERVICES (TILLAMOOK OR)
WA
03/28/2002 - 10/01/2003
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
KS
08/26/1993 - 07/26/1995
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 03/25/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/25/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Theodore Erickson is the right advisor for you? Invested Better is here to help.
