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 Martin is an Investment Advisor Representative at PGI Wealth Management, located in Milton, Georgia. Erin has over 20 years of experience in the financial services industry. Prior to joining PGI Wealth Management, Erin worked at AXA Advisors, LLC, The Equitable Life Assurance Society of the United States, ING BARING FURMAN SELZ LLC, and Washington Square Securities, Inc. Erin has a Series 6, 7, 63, and 65 securities licenses. Erin is a Certified Financial Planner. Erin's specializations include Retirement Planning, College Savings Planning, and Estate Planning. Erin provides financial planning and portfolio management services 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.
Guidance on pension options to ensure a secure financial future.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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GA
10/30/2020 - Present
PGI Wealth Management (MILTON GA)
NY
05/19/1999 - 03/20/2001
AXA ADVISORS, LLC (NEW YORK NY)
NY
05/19/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
11/20/1998 - 04/26/1999
ING BARING FURMAN SELZ LLC (NEW YORK NY)
CT
07/15/1996 - 08/15/1996
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IA
Issued 09/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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