Erika Herfert, financial advisor Reno NV
90 score

Erika Herfert

CRD Number: 5888213
Current Firm: Ubs Financial Services Inc.

Erika Herfert (CRD# 5888213) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Reno, NV and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Reno, NV Dec 2011 - Current 5
The Tuttle Agency Melville, NY Feb 2011 - Dec 2011 < 1
Manpower Reno, NV Jan 2011 - Feb 2011 < 1
Unemployed Metamora, MI Aug 2010 - Dec 2010 < 1
Manpower Reno, NV Oct 2009 - Aug 2010 < 1
Unemployed Metamora, MI Mar 2009 - Oct 2009 < 1
Homemaker Torino, Feb 2008 - Mar 2009 1
Ski Travel Unlimited Fairfax, VA Sep 2007 - Jan 2008 < 1
Full-time Student Washington, DC Jan 2007 - Dec 2007 < 1
Extended Travel Torino, Nov 2006 - Dec 2006 < 1
Ludus Tours Austin, TX Feb 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for Erika E. Herfert
Phone Number: 201-352-3000
Registered State(s):
  • NV
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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