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 Daniel is a financial advisor at SoFi Wealth LLC, located in Jacksonville, FL. Erin has been in the financial industry since June 6, 2019, and holds the Series 66, Series 7 and SIE licenses. Previously, Erin was a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL. Erin has a strong background in financial planning and portfolio management for individuals and businesses. Erin specializes in providing financial advice to individuals and families.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
FL
03/28/2022 - Present
Sofi Wealth LLC (Jacksonville FL)
FL
02/19/2018 - 12/04/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 04/19/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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