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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Jones briney has been a registered representative since July 2009. Erin is currently registered with Cadaret, Grant & CO., Inc. and has previously been employed by PNC INVESTMENTS and NATCITY INVESTMENTS, INC.. Erin holds the following licenses: Series 6, 7, 63, and 65. Erin has been in the industry for 14 years and has experience in securities sales and advisory services. Erin holds an active insurance license and offers a variety of insurance products in addition to securities sales. Erin's background and experience suggest an ability to provide financial advice and investment solutions to a wide range of clients.
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.
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.
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.
1
2
OH
08/04/2022 - Present
Cadaret, Grant & CO., Inc. (TOLEDO OH)
OH
11/13/2009 - 12/27/2014
PNC INVESTMENTS (TOLEDO OH)
OH
03/31/2009 - 11/13/2009
NATCITY INVESTMENTS, INC. (TOLEDO OH)
IA
Issued 10/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/30/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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