Unclaimed
Erin Kwapnoski is a financial advisor in Dallas, TX. Erin is registered with Avantax Investment Services, Inc. and holds a Series 63, Series 6TO and SIE license. Erin has been in the financial services industry since November 19, 2023 and is registered with the state of California.
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.
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.
1
2
TX
11/20/2023 - Present
Avantax Investment Services, Inc. (DALLAS TX)
BC
Issued 11/25/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/31/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Erin Kwapnoski is the right advisor for you? Invested Better is here to help.