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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 advisor with Cetera Investment Advisers LLC, based in San Mateo, CA. Erin has been in the financial industry for over 6 years and holds the Series 6, 7, 63, and 65 licenses. Erin's expertise lies in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Erin also offers educational seminars to help clients better understand financial concepts and make informed decisions. In addition to her work at Cetera Investment Advisers LLC, Erin is also the owner of Serenity Wealth Partners, a financial advisory firm, and MCCLOSKEY TAX PREP, a tax preparation firm.
SAN MATEO, CA
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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2
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 8/22/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 1/8/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/4/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/3/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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