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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 Balcaitis is an investment advisor representative with Fidelity Personal and Workplace Advisors. Erin is registered with the state of Colorado and Texas. She is a Series 7, Series 9, Series 10, Series 24, and Series 66 licensed professional. Erin is actively involved in the financial services industry, having worked for Jackson National Life Distributors LLC and Jackson National Asset Management LLC before joining Fidelity Personal and Workplace Advisors. Erin has been in the industry since 2015. Erin's current employment with Fidelity Personal and Workplace Advisors began in 2018. Erin's specialization includes investment advisory services for high net worth individuals, corporations, and other businesses, charitable organizations, individuals, and pension plans. Erin and her firm provide financial planning, educational seminars, and selection of other advisers to clients.
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.
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2
CO
06/21/2022 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
08/25/2015 - 11/11/2018
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
BOTH
Issued 08/31/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/11/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/21/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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