Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin L. Coakley is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., working in the Naples, FL office. Erin has been in the financial services industry since 2004 and has a broad range of experience. Erin has been registered with Merrill Lynch since 2016, and previously worked at BANC OF AMERICA INVESTMENT SERVICES, INC. from 2004 to 2009. Erin has a range of designations including Series 7, Series 10, Series 24 and Series 66. Erin is currently licensed in Florida and works with a wide range of clients including high-net-worth individuals, corporations, and pension plans. Erin is an active member of the community, and is involved with various charitable organizations.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
01/22/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NAPLES FL)
FL
09/15/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NAPLES FL)
BOTH
Issued 10/26/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/24/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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