Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Bojarczuk is a financial advisor with over 16 years of experience in the financial services industry. Erin is currently registered with Wells Fargo Clearing Services, LLC. Erin has a diverse background working in various roles and organizations. Erin's most recent role was as an Investment Associate at Wells Fargo Clearing Services, LLC in Roanoke, Virginia, where Erin began working in October 2022. Erin previously held positions with Truist Investment Services, Inc. and Wells Fargo Advisors, LLC. Erin holds several licenses and certifications, including the Series 66, SIE, and Series 7. Erin is dedicated to providing personalized financial planning and investment advice to help clients achieve their financial goals.
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.
Investment consulting services to institutional clients
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.
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2
VA
11/18/2022 - Present
Wells Fargo Clearing Services, LLC (ROANOKE VA)
VA
05/18/2016 - 12/05/2022
TRUIST INVESTMENT SERVICES, INC. (WARRENTON VA)
VA
12/20/2013 - 06/30/2015
WELLS FARGO ADVISORS, LLC (SPRINGFIELD VA)
BOTH
Issued 01/07/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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