Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Elizabeth Considine is an active Broker-Dealer and Investment Advisor Representative. Erin has been in the securities industry since September 28, 2004. Erin is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., and is licensed to conduct business in 27 states. Erin is registered with FINRA and has obtained the SIE, Series 7 and Series 66 licenses. Erin has previously been employed by Morgan Stanley, Morgan Stanley & Co. Incorporated, Citigroup Global Markets Inc., and UBS Financial Services Inc. Erin specializes in retirement planning, asset management, financial planning, estate planning, and education planning.
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
MA
07/01/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOSTON MA)
MA
06/01/2009 - 05/13/2016
MORGAN STANLEY (BOSTON MA)
MA
06/20/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BOSTON MA)
MA
12/19/2006 - 07/03/2008
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
MA
09/22/2004 - 12/11/2006
UBS FINANCIAL SERVICES INC. (BOSTON MA)
BOTH
Issued 08/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2004
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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