Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Willis is a financial advisor currently registered with Cambridge Investment Research Advisors, Inc. Erin has been working in the financial industry since December 3, 1993. Previously, Erin worked at LPL Financial LLC, Raymond James Financial Services, Inc., and H. Beck, Inc. Erin specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, market timing services, educational seminars, and selection of other advisors.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MD
02/09/2018 - Present
Cambridge Investment Research Advisors, Inc. (ANNAPOLIS MD)
MD
03/25/2009 - 11/20/2013
LPL FINANCIAL LLC (ANNAPOLIS MD)
MD
06/13/2008 - 03/26/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (ANNAPOLIS MD)
MD
01/02/2002 - 06/13/2008
H. BECK, INC. (ANNAPOLIS MD)
GA
01/13/1997 - 12/31/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
MD
12/03/1993 - 01/16/1997
H. BECK, INC. (ROCKVILLE MD)
IA
Issued 10/27/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/02/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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