Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Lapidus is a financial advisor registered with Private Advisor Group, LLC. Erin is licensed in 23 states and has been in the financial industry since May 2014. Erin holds Series 6, 63 and 65 licenses, as well as the SIE designation. Erin provides investment advisory services through Private Advisor Group, an independent investment advisor firm. Erin can provide investment advice and financial planning services to individuals, businesses, and organizations. Erin's past experience includes working for National Planning Corporation and JBL Financial Services.
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.
Solicitation/referral
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.
A percentage of the total value of assets under management is charged.
Solicitor/referral fees
1
2
NJ
09/30/2016 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
MO
05/06/2014 - 09/30/2016
NATIONAL PLANNING CORPORATION (CLAYTON MO)
IA
Issued 05/22/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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