Erik Serda

Owner and Financial Consultant

Name variants:
Eric Serda

If it is your profile

Claim it

You may know Erik Serda

Make recommendation

Contact Information

Last Update
Jun 30, 2022
Email
sa**@att.net
Location
Bakersfield, CA

Workplace

Lafayette Life Insurance Company
Agent

Industry

Financial Services

Work History

Agent

301 4Th St east, Cincinnati, OH 45202
from Apr 2018

Agent

Aig
175 Water St, New York, NY 10038
from Oct 2017

Member

P/O Box 360472, Melbourne, FL
2013 — 2016

Representative

12910 Shelbyville Rd SUITE 124, Louisville, KY 40223
2016 — 2016

Life Agent

1200 Jorie Blvd, Oak Brook, IL 60523
2010 — 2016

Agent

1206 Bent Oaks Ct SUITE 100, Denton, TX 76210
2015 — 2015

Owner and Financial Consultant

At Serda Financial, our process is simple. We believe there is more to be made in avoiding the losses in your financial plan, than by just trying to pick better investments alone. We work to...
from 1999

Occupations

Financial Broker
Financial Consultant
Executive
Owner
Sales Specialist
Agent
Accountant
Finance and Accounting Specialist
Financial Services Professional
Financial Services Sales Agent
Chief Executive
Sales Representative
Accounting Bookkeeper
Bookkeeper

Skills

Retirement
Retirement Planning
Small Business
Fixed Annuities
Insurance
Financial Planning
Life Insurance
Investments
Financial Planners
Iras
Financial Advisory
Financial Services
Wealth
Term Life Insurance
Disability Insurance
Finance
Wealth Accumulation
401K
Long Term Care Insurance
Mutual Funds
Universal Life
Health Insurance
Underwriting
Wealth Management
Whole Life
Business Planning
Banking
Asset Management
401K Rollovers
Variable Annuities
Insurance Planning
Asset Allocation
Employee Benefits
Long Term Care
Strategic Financial Planning
Loans
Consulting
Mortgage Lending
Critical Illness
Retirement Savings
Roth Ira
Money
Income Protection
Strategy
Exit Strategies
Business Strategy
Critical Thinking
Brokers

FAQs about Erik Serda

What's the profession of Erik Serda?

This professional's job is Owner and Financial Consultant

What are the profession of Erik?

These person's professions are Financial Broker and Financial Consultant

Where does Erik Serda live?

Bakersfield, California is the place where Erik Serda currently lives

What is the expert's email?

The expert's email is sa**@att.net.

How many companies did Erik Serda work at?

Erik Serda worked at seven jobs.

Where has Erik Serda studied?

Erik studied at the University of Sacramento.

What is professional industry that Erik Serda is connected to?

Erik Serda works in Financial Services industry.

Are there any professional skills Erik Serda has?

Erik Serda has such skills as Retirement, Retirement Planning, Small Business, Fixed Annuities, Insurance, Financial Planning, Life Insurance, Investments, Financial Planners, and Iras.
Login