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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 Purcell is a financial advisor with Morgan Stanley. Erin has been in the industry for over 11 years and is licensed to provide investment advice in 53 states and the District of Columbia. Erin is also licensed to provide investment advisory services in Ohio and Texas. Erin has a strong background in financial planning and portfolio management. Erin specializes in working with high-net-worth individuals, families, and businesses. Erin is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Erin has previously worked at U.S. Bancorp Investments, Inc., Wells Fargo Clearing Services, LLC and Citigroup Global Markets 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OH
08/05/2024 - Present
Wealthpenn.comllc (Cincinnati OH)
OH
08/15/2023 - 03/12/2024
U.S. BANCORP INVESTMENTS, INC. (Cincinnati OH)
OH
03/03/2015 - 06/29/2023
WELLS FARGO CLEARING SERVICES, LLC (CINCINNATI OH)
KY
08/31/2012 - 02/12/2015
CITIGROUP GLOBAL MARKETS INC. (FLORENCE KY)
BOTH
Issued 7/15/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/30/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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