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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 Christine Kiyomi Egesdal is a financial advisor with Cetera Investment Advisers LLC. Erin has been working in the financial services industry since March 10, 2011. Erin is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 66, and SIE licenses. Erin is also registered as an Investment Advisor Representative (IAR) in Hawaii and Washington. Erin's practice is focused on financial planning and investment management. Erin provides financial planning and investment management services to individuals, families, and businesses. Erin is a Certified Financial Planner and has experience working with a variety of clients, including high-net-worth individuals, corporations, and retirement plans.
BELLEVUE, WA
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
WA
06/29/2023 - Present
Cetera Investment Advisers LLC (BELLEVUE WA)
HI
09/01/2016 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (HONOLULU HI)
HI
09/02/2016 - 11/02/2016
VSR FINANCIAL SERVICES, INC. (HONOLULU HI)
HI
03/10/2011 - 09/01/2016
VSR FINANCIAL SERVICES, INC. (HONOLULU HI)
BOTH
Issued 4/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/9/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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