Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Diane Pierson is a financial advisor currently associated with Charles Schwab & CO., Inc. in Lone Tree, CO. Erin has been in the financial industry since October 2005, and has experience with both TD Ameritrade, Inc. and Scottrade, Inc. Erin has a number of licenses including Series 3, 4, 7, 24, 55, 57TO, and 66. In addition to Erin's current role at Charles Schwab & CO., Inc., Erin has previously worked at TD Ameritrade Clearing, Inc. and National Investor Services Corp.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
04/19/2021 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
NE
12/21/2012 - 05/23/2020
TD AMERITRADE, INC. (OMAHA NE)
IL
10/06/2005 - 05/23/2020
TD AMERITRADE CLEARING, INC. (CHICAGO IL)
MO
09/19/2017 - 10/04/2018
SCOTTRADE, INC. (ST. LOUIS MO)
NE
02/27/2006 - 08/02/2007
NATIONAL INVESTOR SERVICES CORP. (BELLEVUE NE)
BOTH
Issued 10/26/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2009
Series 4 - Registered Options Principal Examination
BC
Issued 03/16/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2014
Series 3 - National Commodity Futures Examination
BC
Issued 08/21/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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