Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin McCloskey is a financial professional with over 7 years of experience in the industry. Erin currently works at Cetera Investment Advisers LLC, where she is registered as a Registered Representative and Investment Advisor Representative. Previously, Erin has also held roles at CETERA FINANCIAL SPECIALISTS LLC and ROYAL ALLIANCE ASSOCIATES, INC., among others. Erin specializes in providing financial planning and portfolio management services to individuals, businesses, and high-net-worth clients.
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.
A percentage of the total value of assets under management is charged.
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CA
11/17/2023 - Present
Cetera Investment Advisers LLC (SAN MATEO CA)
CA
05/16/2019 - 08/24/2022
CETERA FINANCIAL SPECIALISTS LLC (SAN MATEO CA)
CA
11/02/2018 - 05/17/2019
ROYAL ALLIANCE ASSOCIATES, INC. (LAFAYETTE CA)
CA
05/24/2018 - 11/02/2018
SIGNATOR INVESTORS, INC. (LAFAYETTE CA)
CA
08/03/2017 - 12/19/2017
SIGNATOR INVESTORS, INC. (REDWOOD CITY CA)
BC
Issued 08/22/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/08/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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