Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Crosby Ortiz is a registered representative with Lasalle St. Investment Advisors, LLC. Erin has been working in the financial industry since 2004, primarily focusing on providing financial services to individuals and families. Erin has a strong track record of success in helping clients reach their financial goals. Erin is committed to providing personalized and comprehensive financial advice to her clients, taking the time to understand their needs and goals. Erin is licensed to provide investment advice and services in Texas and is dedicated to providing her clients with the highest level of service.
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.
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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TX
01/09/2015 - Present
Lasalle ST. Investment Advisors, LLC (TYLER TX)
TX
10/23/2009 - 11/28/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TYLER TX)
TX
05/21/2009 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (TYLER TX)
TX
06/26/2007 - 11/18/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (TYLER TX)
TX
10/12/2005 - 03/05/2007
AMERICAN GENERAL SECURITIES INCORPORATED (TYLER TX)
MO
04/27/2004 - 08/13/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 01/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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