Unclaimed
Erin Elizabeth Converse is a registered representative associated with Bofa Securities, Inc. Erin obtained her Series 63, Series 79TO and SIE licenses. Erin is registered with the state of California. The individual is currently based in San Francisco, CA and has been in the industry for over 20 days.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
CA
08/21/2023 - Present
Bofa Securities, Inc. (SAN FRANCISCO CA)
BC
Issued 08/25/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/08/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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