Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erica? Claim Your ProfileErica Renee Dunn is a financial advisor with LPL Financial LLC, based in WESTERVILLE, OH. Erica has been in the financial industry since January 24, 2013. Erica has experience working with clients from a variety of backgrounds, including individuals, families, and businesses. Erica specializes in helping clients achieve their financial goals through personalized financial planning, investment management, and retirement planning. Erica also has experience with insurance and estate planning. Prior to joining LPL Financial LLC, Erica worked at U.S. BANCORP INVESTMENTS, INC., FSC SECURITIES CORPORATION, and THE HUNTINGTON INVESTMENT COMPANY. Erica is a Registered Representative and Investment Advisor Representative.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
03/10/2022 - Present
LPL Financial LLC (WESTERVILLE OH)
OH
09/09/2019 - 03/11/2022
U.S. BANCORP INVESTMENTS, INC. (DUBLIN OH)
OH
07/30/2014 - 09/11/2019
FSC SECURITIES CORPORATION (WORTHINGTON OH)
OH
01/21/2013 - 07/25/2014
THE HUNTINGTON INVESTMENT COMPANY (WORTHINGTON OH)
BOTH
Issued 02/27/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2014
Series 7 - General Securities Representative Examination
BC
Issued 01/19/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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