Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Wideman is a registered representative with Cambridge Investment Research Advisors, Inc. in Washington, MO. Erin has been in the financial services industry since 1991. Erin is licensed in 15 states and has been with Cambridge Investment Research since 2016. Erin is a Series 7, Series 63 and Series 24 licensed advisor. Erin also holds licenses to sell insurance.
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.
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.
Solicitation fees from 3rd party money managers
1
2
MO
02/22/2016 - Present
Cambridge Investment Research Advisors, Inc. (Washington MO)
MO
05/09/2013 - 01/12/2016
MONEY CONCEPTS CAPITAL CORP (WASHINGTON MO)
MO
12/09/2008 - 05/17/2013
FIRST ALLIED SECURITIES, INC. (WASHINGTON MO)
MO
11/21/2000 - 12/09/2008
FIRST MONTAUK SECURITIES CORP. (WASHINGTON MO)
MO
12/23/1991 - 11/24/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 01/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Erin Wideman is the right advisor for you? Invested Better is here to help.
