Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Sheehan is a registered investment advisor representative with Capital Client Group, Inc. Erin is also a registered investment adviser representative in California and Washington. Erin has been in the securities industry since 2005. Erin has passed the Series 6, 7, 63, and 65 exams. Erin has previously been employed by T. Rowe Price Investment Services, Inc., Funds Distributor, LLC, and The Huntington Investment Company.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
CA
05/09/2024 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
MD
08/01/2014 - 04/17/2024
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
MI
01/08/2008 - 07/01/2014
FUNDS DISTRIBUTOR, LLC (BIRMINGHAM MI)
MI
12/13/2004 - 01/02/2008
THE HUNTINGTON INVESTMENT COMPANY (CANTON MI)
IA
Issued 08/01/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/11/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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