Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Vickery is an Investment Advisor Representative with OLD Peak Finance, a Registered Investment Advisor firm based in Chapel Hill, NC. Erin has been in the industry since 2012 and holds a Series 7 and Series 66 license, as well as the SIE exam. Erin specializes in providing financial planning and portfolio management services to individuals and businesses. Erin is committed to helping clients achieve their financial goals and is dedicated to providing personalized, high-quality service. Prior to joining OLD Peak Finance, Erin was a Registered Representative with Cambridge Investment Research, Inc.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NC
03/14/2022 - Present
OLD Peak Finance (CHAPEL HILL NC)
NC
02/21/2017 - 04/30/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (Raleigh NC)
BOTH
Issued 03/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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