Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Bartlett McCann is a financial advisor with over 15 years of experience in the industry. Erin is a registered representative of Simplicity Wealth, a firm located in Summit, New Jersey. Previously, Erin was a financial advisor at ARQ SECURITIES and Goldman, Sachs & Co. and PaineWebber Incorporated. Erin has held various positions in the financial industry, including EVP at Simplicity Group. Erin holds the Series 63, Series 65, Series 7, and Series 86 and Series 87 licenses.
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.
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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NJ
05/10/2024 - Present
Simplicity Wealth (SUMMIT NJ)
MT
10/11/2017 - 04/23/2024
ARQ SECURITIES (WHITEFISH MT)
NY
10/11/2002 - 06/22/2007
GOLDMAN, SACHS & CO. (NEW YORK NY)
NJ
05/14/1998 - 07/19/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 02/26/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/29/2004
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 08/10/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
Active
Inactive
F
FINRA
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