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 Lloyd is a financial professional with over 20 years of experience in the industry. She has held various roles at Fidelity Investments, including her current position as a registered representative at Fidelity Brokerage Services LLC. Erin holds the Series 7, 24, 26, 63, and SIE licenses. She is registered in all 50 states, as well as the District of Columbia. Erin is committed to providing her clients with personalized financial advice and guidance.
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.
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.
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TX
01/01/2008 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
11/18/2005 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
RI
05/31/2000 - 10/21/2005
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
07/27/1998 - 04/14/2000
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 09/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2016
Series 24 - General Securities Principal Examination
BC
Issued 05/01/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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