Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Arellano has been working in the financial services industry since 2002. Erin is currently registered with LPL Financial LLC in California and Texas. Erin has previously been registered with Advisors Asset Management, Inc., UnionBanc Investment Services, LLC, Fixed Income Securities, LP, Valubond Securities, Inc., and Bond Express, Inc. Erin is licensed in many states and offers investment advice, financial planning, and consulting services. Erin's experience and expertise make her a valuable resource for individuals and businesses seeking investment 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.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
08/31/2020 - Present
LPL Financial LLC (LA MESA CA)
CA
01/12/2010 - 01/14/2014
ADVISORS ASSET MANAGEMENT, INC. (SAN DIEGO CA)
CA
08/05/2005 - 08/14/2009
ADVISORS ASSET MANAGEMENT, INC. (SAN DIEGO CA)
CA
04/12/2005 - 08/02/2005
UNIONBANC INVESTMENT SERVICES, LLC (GLENDALE CA)
CO
09/21/2004 - 04/04/2005
FIXED INCOME SECURITIES, LP (MONUMENT CO)
CO
02/07/2003 - 05/05/2004
FIXED INCOME SECURITIES, LP (MONUMENT CO)
GA
09/05/2001 - 01/16/2003
VALUBOND SECURITIES, INC. (ATLANTA GA)
GA
08/07/2001 - 09/05/2001
BOND EXPRESS, INC. (ATLANTA GA)
BOTH
Issued 07/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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