Erik Dennis Roemer, CFP

Overview

Erik Dennis Roemer is an insurance agent, a registered representative and an investment adviser representative based in OH, with 36 years in the industry.

Years in the industry

36

States licensed

1

States registered

2

Carrier appointments

1

Contact

1 business email and 2 phone numbers on file

Registrations and licenses

• Licensed in 1 state
• Registered in 2 states

• Producer
• Series 63
• Series 65
• Series 7
• SIE

3 lines of authority, with every state and its dates

Firms

• Purshe Kaplan Sterling InvestmentsCurrent firm
• Gerber, LLCCurrent firm

Employment history since 1990

Carriers

1 active carrier appointment

Book and practice

Firm assets under management on file