Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Sardich is a financial advisor currently registered with J.P. Morgan Securities LLC. Erin has been a registered representative in the securities industry since September 1999. Erin has a broad range of experience in the financial services industry, with experience at both Chase Investment Services Corp. and BANC One Securities Corporation. Erin is a registered principal in the state of Ohio and holds various securities licenses including Series 4, 6, 7, 9, 10, 24, 52, 53 and 66. Erin's firm, J.P. Morgan Securities LLC, is a large firm with more than $50 billion in assets under management. Erin has a broad range of experience in financial services, including portfolio management for both businesses and individuals, financial planning and pension consulting.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
06/11/2014 - Present
J.p. Morgan Securities LLC (Poland OH)
OH
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (AKRON OH)
IL
09/07/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NJ
09/22/1999 - 09/20/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
BOTH
Issued 10/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/18/2012
Series 4 - Registered Options Principal Examination
BC
Issued 12/29/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/10/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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