Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Andrea Ellis is a financial advisor at Stifel Independent Advisors, LLC, where she has been registered since 2009. Erin has over 15 years of experience in the financial services industry. Prior to joining Stifel Independent Advisors, LLC, Erin worked at Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. Erin is licensed to provide financial advice in several states including Arizona, California, Colorado, Missouri, Montana, Nevada, Utah and Washington. Erin holds the Series 7, Series 66 and SIE licenses. Erin specializes in providing financial advice to individuals, corporations, charitable organizations, high net worth individuals, and pension and profit sharing plans. Erin's firm offers a variety of financial services including financial planning, portfolio management, and educational seminars. Erin is committed to providing her clients with personalized financial advice and guidance to help them reach 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.
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.
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.
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2
MO
07/20/2009 - Present
Stifel Independent Advisors, LLC (ST. LOUIS MO)
NV
01/01/2008 - 07/17/2009
WELLS FARGO ADVISORS, LLC (INCLINE VILLAGE NV)
NV
12/06/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (INCLINE VILLAGE NV)
WA
04/18/2002 - 08/16/2002
DIGITALOFFERING, INC. (SPOKANE WA)
BOTH
Issued 12/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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