Unclaimed
Erin Cominole is a financial advisor with Global Retirement Partners LLC. Erin has over 16 years of experience in the financial services industry, previously working at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Erin is a registered investment advisor in New York. Erin holds the Series 7, Series 63, and Series 65 licenses. Erin's areas of expertise include portfolio management for individuals, businesses, and retirement plans. Erin also provides financial planning services.
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.
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
NY
09/16/2022 - Present
Global Retirement Partners LLC (Latham NY)
NY
08/21/2012 - 01/31/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LATHAM NY)
IA
Issued 05/23/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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