Unclaimed
Erin Elizabeth Fuselier is a financial advisor who has been in the industry since August 2004. She is registered with Truist Advisory Services, Inc. and has worked with previous firms including Securian Financial Services, Inc., BB&T Securities, LLC, and Wells Fargo Advisors, LLC. Erin has a strong focus on providing financial planning services and specializes in areas such as portfolio management for individuals and businesses.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
VA
05/04/2023 - Present
Truist Advisory Services, Inc. (RICHMOND VA)
VA
09/30/2019 - 04/28/2023
SECURIAN FINANCIAL SERVICES, INC. (MIDLOTHIAN VA)
VA
10/29/2015 - 09/09/2019
BB&T SECURITIES, LLC (RICHMOND VA)
MO
08/04/2004 - 11/05/2015
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
BOTH
Issued 09/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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