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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Mendez Feldman is an investment advisor representative with Independent Advisor Alliance, LLC. Erin has been in the industry since April 2006 and has experience in financial planning and portfolio management. Erin is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to sell securities in several states. Erin holds a Series 6, 7, 63, and 65 license. Erin is also a Certified Financial Planner. Erin can help individuals, businesses, and trusts with financial planning and investment management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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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2
NJ
01/07/2022 - Present
Independent Advisor Alliance, LLC (Vineland NJ)
NJ
01/25/2007 - 01/11/2022
AMERIPRISE FINANCIAL SERVICES, LLC (VINELAND NJ)
DE
01/05/2006 - 10/13/2006
NYLIFE SECURITIES INC. (NEWARK DE)
IA
Issued 03/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/04/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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