Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Corley McGinnis is a registered representative and investment advisor representative with First Trust Advisors LP, a Wheaton, IL-based investment advisory firm. Erin has been in the industry since 2017 and has held positions at various financial institutions, including Magid and IWCO Direct. Erin holds the Series 66, Series 7TO, and SIE licenses. In addition to her investment advisory services, Erin is also involved in the publication of periodicals and the selection of other advisors.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fixed fees per unit (uits) for portfolio supervisory services
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2
IL
11/16/2022 - Present
First Trust Advisors LP (WHEATON IL)
BOTH
Issued 09/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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