Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Martell is an experienced financial professional with over 10 years of experience in the industry. Erin has a strong background in providing financial planning and investment management services. Erin is currently registered with MML Investors Services, LLC and previously worked with USI Securities, Inc., LPL Financial LLC and Voya Financial Advisors, Inc. Erin is a Series 7, 63, 66, 24 and 53 licensed professional. Erin offers a wide range of financial services, including asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
03/04/2024 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
CT
05/30/2018 - 08/26/2019
USI SECURITIES, INC. (GLASTONBURY CT)
SC
10/01/2014 - 09/13/2017
LPL FINANCIAL LLC (FORT MILL SC)
CT
10/14/2013 - 09/29/2014
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
MA
06/10/2008 - 10/10/2013
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
BOTH
Issued 12/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2024
Series 24 - General Securities Principal Examination
BC
Issued 01/07/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/04/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/30/2023
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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