Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Kit wei Harrison is a registered representative with Vanguard Advisers, Inc. Erin has been in the industry for 5 years and holds a Series 7TO and SIE licenses. Erin is registered in New Jersey, Pennsylvania and Texas. Erin also holds a Series 66 license. Erin specializes in providing financial planning, portfolio management for businesses and individuals and portfolio management for pooled investment vehicles. Erin is also a registered investment advisor representative.
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.
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
PA
11/09/2022 - Present
Vanguard Advisers, Inc. (MALVERN PA)
BOTH
Issued 11/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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