Erika R Kaplan

Brokerage Manager

Erika R Kaplan is a high-skilled professional, working in Erika Kaplan as a President from 2011. Erika has earned professional experience in more than six positions at various companies. This professional has the following qualifications: Certified Financial Planner, 2-15, and 266. Miami, Florida is the area, where the professional was known to live. This person's phone number and email can be easily accessed through this website on demand.
Name variants:
Erica Kaplan
Last updated May 13, 2024

Contact Information

Last Update
Jul 2, 2022
Email
er**@gmail.com
Location
Miami, FL
Company
Erika Kaplan

Workplace

President

Work History

President

Personal Certified Financial Planner
Nov 2011 — Jun 2013

Brokerage Manager

1250 east Hallandale Bch Blvd, Hallandale Beach, FL
from Jun 2013

Operations Director

Nov 2007 — Nov 2011

Director of Underwriting

Wyoming
Jun 2006 — Nov 2007

Registered Associate

2699 Stirling Rd, Hollywood, FL 33024
Jan 1991 — Jan 1998

Sales Assistant

New York, NY
Jan 1986 — Jan 1991

Education

Occupations

Executive
Manager
Chairperson
Financial Broker
Certified Financial Planner
Accountant
Finance and Accounting Specialist
Operations Manager
Chief Executive
Puchasing and Estimating Manager
Financial Manager
Accounting Bookkeeper
Bookkeeper

Skills

Estate Planning
Strategic Financial Planning
Investments
Term Life Insurance
Financial Planners
Sales
Fixed Annuities
Retirement
Long Term Care
Disability Insurance
Insurance
Financial Services
Retirement Planning
Life Insurance
Financial Planning
Underwriting
Series 7
Brokerage

FAQs about Erika R Kaplan

What is the main profession of Erika R Kaplan?

The expert is a Brokerage Manager.

What jobs is Erika a professional at?

Erika is proficient at Executive and Manager jobs.

Where does Erika R Kaplan live?

Miami, Florida is the place where Erika R Kaplan lives

Does the expert have the email address?

er**@gmail.com is Erika R Kaplan's email address.

How many companies did Erika R Kaplan work at?

Erika R Kaplan worked at six jobs.

What education does Erika R Kaplan have?

Erika studied at the.

What are the certifications of Erika R Kaplan?

Erika received the following certifications: Certified Financial Planner, 2-15, and 266.

What is the industry that Erika R Kaplan worked in?

Erika works in Financial Services industry.
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