Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Won son? Claim Your ProfileWon son Erdman is a financial advisor associated with Raymond James Financial Services Advisors, Inc. Won son has been in the industry since November 23, 2014. Won son Erdman has a Series 63, Series 65, and Series 66 licenses as well as a Series 7 and SIE. Won son also holds state registrations in California, Delaware, Maryland, Oregon, Pennsylvania, and West Virginia. Won son Erdman specializes in providing financial advice to high net worth individuals, corporations, and pension plans.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
PA
05/25/2022 - Present
Raymond James Financial Services Advisors, Inc. (Pittsburgh PA)
PA
07/23/2010 - 01/14/2014
HUNTER ASSOCIATES, INC. (PITTSBURGH PA)
BC
Issued 07/08/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/10/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/02/2022
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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