Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Lee Searcy is a financial advisor who has been in the industry since July 2010. Erin is registered with the state of North Carolina as both a broker-dealer and an investment advisor representative. Erin is currently employed by Credit Union Investment Services and works out of the Charlotte, NC branch office. Erin has passed the Series 63, Series 65, Series 6TO, and the SIE exams. Erin offers financial planning, portfolio management for individuals, and educational seminars to clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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NC
11/14/2022 - Present
Credit Union Investment Services (Charlotte NC)
IA
Issued 11/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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