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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 Kathleen O'Brien is a financial advisor at Ameriprise Financial Services, LLC. Erin has been working in the financial services industry since December 2008. Erin is registered to provide investment advice in Kansas and Texas, and is also licensed as a registered representative in multiple states. Erin has a broad range of experience and offers several types of financial services including financial planning, portfolio management, asset allocation services and educational seminars.
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 services
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
KS
05/17/2023 - Present
Ameriprise Financial Services, LLC (Leawood KS)
KS
11/16/2016 - 10/05/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (LEAWOOD KS)
KS
04/09/2014 - 10/05/2016
COMMONWEALTH FINANCIAL NETWORK (OVERLAND PARK KS)
KS
06/11/2012 - 02/20/2014
JHS CAPITAL ADVISORS, LLC (LEAWOOD KS)
KS
01/01/2007 - 05/18/2012
RBC CAPITAL MARKETS, LLC (LEAWOOD KS)
BC
Issued 01/19/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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