Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Alsman Robertson is a financial advisor registered with J.p. Morgan Securities LLC in Charlotte, North Carolina. Erin has been in the industry since 2011 and has experience working with a variety of clients including high-net-worth individuals, corporations, and charitable organizations. Erin holds the Series 66, Series 63, Series 10, Series 9, Series 7 and SIE securities licenses. Erin is also a Certified Financial Planner. In addition to working with J.p. Morgan Securities LLC, Erin has also worked with Charles Schwab & Co., Inc. and TIAA-CREF Individual & Institutional Services, LLC. Erin is dedicated to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NC
04/14/2021 - Present
J.p. Morgan Securities LLC (Charlotte NC)
IN
01/18/2017 - 03/26/2021
CHARLES SCHWAB & CO., INC. (Indianapolis IN)
IN
02/21/2011 - 12/08/2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (WEST LAFAYETTE IN)
BOTH
Issued 02/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/06/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2011
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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