Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erica? Claim Your ProfileErica Leigh Acheson-dunay is an Investment Advisor Representative who has been in the industry since June 20, 2007. Erica is currently registered with Key Investment Services LLC, where she has been working since January 3, 2019. Erica has previously worked with Fifth Third Securities, Inc., Wells Fargo Advisors, LLC, and Chase Investment Services Corp. Erica is also registered with the states of Ohio, Indiana, and Florida. Erica holds the following licenses: Series 6, Series 7, Series 63, Series 66, and SIE. Erica is also a board member for various organizations including Lake Erie College National Alumni Board of Directors, Downtown Painesville Organization, Optavia, Maple Leaf Community Residences, and Ohio Collector, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
OH
01/03/2019 - Present
KEY Investment Services LLC (BROOKLYN OH)
OH
07/06/2015 - 08/01/2017
FIFTH THIRD SECURITIES, INC. (CONCORD OH)
OH
04/12/2013 - 03/27/2015
WELLS FARGO ADVISORS, LLC (CLEVELAND OH)
OH
06/01/2011 - 03/28/2013
KEY INVESTMENT SERVICES LLC (CHARDON OH)
OH
12/18/2006 - 03/21/2011
CHASE INVESTMENT SERVICES CORP. (PAINESVILLE OH)
BOTH
Issued 08/14/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2013
Series 7 - General Securities Representative Examination
BC
Issued 12/15/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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