Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin McNamee is a registered representative with Charles Schwab & Co., Inc., and has been active in the securities industry since August 2024. Erin holds the Series 7TO and SIE licenses, and is located in Richfield, Ohio. Erin has 2 approved SRO registrations and is approved to provide financial planning advice.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
OH
08/16/2024 - Present
Charles Schwab & CO., Inc. (Richfield OH)
BC
Issued 08/16/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/21/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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