Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Donnelly is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Erin is registered with both FINRA and the state of New Jersey as a Broker and Investment Advisor Representative. Erin has been in the industry since 1998, and has previous experience with Nuveen Securities, LLC and Banc of America Investment Services, Inc. Erin is also an Advisory Board Member of the SPARK Institute. Erin is dedicated to providing clients with personalized investment advice and 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
08/03/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PENNINGTON NJ)
PA
03/02/2012 - 09/13/2018
NUVEEN SECURITIES, LLC (DOYLESTOWN PA)
NJ
06/16/1998 - 05/17/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
MA
05/18/2009 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
IA
Issued 01/08/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/11/2008
Series 24 - General Securities Principal Examination
BC
Issued 09/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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