Erik AndersenCRD Number: 6054505
Current Firm: Steward Partners Investment Advisory, LLC
Erik Andersen (CRD# 6054505) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 9 years of experience in the finance industry.
Financial Life Focus, LLC
|Steward Partners Investment Solutions, LLC||Paramus, NJ||May 2022 - Current||1|
|Steward Partners Global Advisory LLC||Paramus, NJ||Jun 2021 - Current||2|
|Steward Partners Investment Advisory LLC||Paramus, NJ||Jun 2021 - Current||2|
|Raymond James Financial Services, Inc.||Paramus, NJ||Jun 2021 - May 2022||< 1|
|Bank Of America, N.a.||Paramus, NJ||Apr 2018 - Jun 2021||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Paramus, NJ||Mar 2018 - Jun 2021||3|
|Bankers Life Securities, Inc.||Parsippany, NJ||May 2016 - Feb 2018||1|
|Bankers Life & Casualty||Parsippany, NJ||Nov 2007 - Feb 2018||10|
|Proequities, Inc.||Parsipanny, NJ||Apr 2012 - May 2016||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2014|
|S66||NASAA Uniform Combined State Law Examination||Jun 2017|
Total Assets Under Management12,169MILLIONS
Total Number of Accounts27,637ACCOUNTS
Average Account Value$440,314
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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