Years of Experience
5-20+ Years
LOS ANGELES, CA
1 Years Experience
0 Disclosures
ADVISOR BIO
Erick Moises Santamaria is a registered representative with j.p. Morgan Securities LLC. Erick has been in the industry since September 2023. Erick is licensed in California and holds Series 63, SIE and Series 6TO licenses. Erick is located in LOS ANGELES, CA at the j.p. Morgan Securities LLC branch office located at 5600 Wilshire Blvd, LOS ANGELES, CA.
SPECIALIZATIONS
Newport Beach, CA
24 Years Experience
0 Disclosures
ADVISOR BIO
Erick McCreight is an investment advisor representative at The Ayco Company, LP, working in the Newport Beach, CA office. Erick has been in the financial industry for over 20 years, joining The Ayco Company, LP in 2021. Previously, Erick worked at Mercer Allied Company, L.P., and Salomon Smith Barney Inc., before joining Ayco. Erick is registered with the state of Texas and California to provide investment advisory services. Erick holds Series 3, 63, 65, and 7 licenses.
SPECIALIZATIONS
NEWPORT BEACH, CA
0 Disclosures
ADVISOR BIO
Erick Wesley Podwill is an Investment Advisor Representative associated with Canterbury Consulting Inc. Erick is a Series 65 licensed advisor and has been in the industry since 2014. Erick has experience with a variety of clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles. Erick provides a variety of advisory services, including portfolio management, financial planning, and selection of other advisers. Canterbury Consulting Inc. is headquartered in Newport Beach, CA and also has a location in Lakewood, CO.
SPECIALIZATIONS
CUPERTINO, CA
15 Years Experience
0 Disclosures
ADVISOR BIO
Erick Ortez is a registered representative with Wells Fargo Clearing Services, LLC. Erick has been in the financial industry for over 12 years. Erick's background includes experience at J.P. Morgan Securities LLC and Chase Investment Services Corp.
SPECIALIZATIONS
SAN DIEGO, CA
0 Disclosures
ADVISOR BIO
Erick Conway is an investment advisor representative with Integrated Wealth Concepts LLC. Erick is a Certified Financial Planner and has been in the industry for over 11 years. Erick's career has spanned several firms including Wells Fargo Clearing Services, LLC, Waddell & Reed, Inc., Laurel Wealth Advisors, Inc., and Von Berge Wealth Management Group, LLC. Erick's primary area of focus is providing financial planning and portfolio management services to individuals and businesses. Erick's firm, Integrated Wealth Concepts LLC, has an expansive client base and specializes in providing financial planning, pension consulting, and investment management for individuals, businesses, high-net-worth individuals, and pension plans.
SPECIALIZATIONS
PALO ALTO, CA
2 Years Experience
0 Disclosures
ADVISOR BIO
Erick Ho Kim is a registered representative with Wells Fargo Clearing Services, LLC and has been in the industry since September 18, 2022. Erick is licensed to conduct business in California and has successfully passed the Series 63, Series 6TO, and SIE exams. Erick's office is located in Palo Alto, California.
SPECIALIZATIONS
STEVENSON RANCH, CA
21 Years Experience
1 Disclosures
ADVISOR BIO
Erick Arndt is a financial advisor with over 20 years of experience in the financial services industry. Erick is currently registered with LPL Financial LLC and has been with the firm since January 2013. Prior to that, Erick was with PFS Investments Inc. in Manchester, New Hampshire. Erick has a wide range of experience in the financial services industry, including portfolio management, financial planning, and investment advisory services. Erick is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
SPECIALIZATIONS
SANTA ROSA, CA
12 Years Experience
0 Disclosures
ADVISOR BIO
Erick Brown is a financial advisor at J.P. Morgan Securities LLC. Erick has been in the securities industry since 2013 and has a wide range of experience in financial planning, portfolio management, and investment advisory services. Erick is registered in 19 states and is also a Certified Financial Planner. Prior to joining J.P. Morgan Securities LLC, Erick worked at Wells Fargo Advisors, LLC and Fidelity Brokerage Services LLC. Erick has a strong commitment to providing personalized and comprehensive financial advice to his clients.
SPECIALIZATIONS
LOS ANGELES, CA
13 Years Experience
0 Disclosures
ADVISOR BIO
Erick Renderos is a financial professional with over 14 years of experience in the industry. He is currently registered with Wedbush Securities Inc. in Los Angeles, California. Erick specializes in providing financial planning, pension consulting, and educational seminars. He has a strong track record of success and is committed to providing his clients with the highest level of service.
SPECIALIZATIONS
El Dorado Hills, CA
1 Disclosures
ADVISOR BIO
Erick Hoyer is a financial advisor who has been in the industry for over 25 years. Erick is currently registered with Creative Planning as an Investment Advisor Representative. Erick's previous employers include Edward Jones, Charles Schwab & Co., Inc. and A. G. Edwards & Sons, Inc.. Erick holds the Series 6, Series 7, Series 9, Series 10, Series 63, and Series 65 licenses. In addition to their work as an investment advisor, Erick is also the owner of a rental property in Kings Beach, California.
SPECIALIZATIONS