Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Hester is a financial advisor with Fidelity Personal and Workplace Advisors. Erin has been in the financial industry since 2016. Erin specializes in financial planning, portfolio management for businesses and individuals and selection of other advisors. Previously, Erin worked with First Citizens Investor Services, Inc., TD Ameritrade, Inc., and Vanguard Marketing Corporation.
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.
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.
1
2
SC
06/17/2021 - Present
Fidelity Personal AND Workplace Advisors (ROCK HILL SC)
SC
10/23/2019 - 04/13/2021
FIRST CITIZENS INVESTOR SERVICES, INC. (Fort Mill SC)
NC
07/26/2016 - 01/18/2018
TD AMERITRADE, INC. (CHARLOTTE NC)
NC
08/28/2015 - 07/28/2016
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
AK
07/11/2006 - 07/11/2007
EDWARD JONES (ANCHORAGE AK)
BOTH
Issued 08/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/01/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Erin Hester is the right advisor for you? Invested Better is here to help.
