Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Dillonpasillas is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Omaha, Nebraska. Erin has been working in the financial services industry since 2014. Erin has passed the Series 66, Series 7, and SIE exams. Erin also holds registrations in several states, including Nebraska, Texas, and others. Erin is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. and an investment advisor representative with Ameriprise Financial Services, LLC. Erin has a background in financial services, with previous experience at Wells Fargo Advisors, LLC and Wells Fargo Bank NA. Erin is also active in the community, serving as a volleyball referee.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NE
09/18/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (OMAHA NE)
NE
02/04/2022 - 07/10/2023
AMERIPRISE FINANCIAL SERVICES, LLC (OMAHA NE)
NE
09/15/2014 - 02/10/2022
WELLS FARGO CLEARING SERVICES, LLC (RALSTON NE)
BOTH
Issued 10/06/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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