Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Shafer is a financial advisor with Fifth Third Securities, Inc. Erin has been in the financial services industry since October 2008 and is licensed to provide investment advice in Ohio, Indiana, Missouri, Nevada, Texas, and Virginia. Erin holds the Series 6, 7, 63, and 66 licenses and the SIE exam. Erin specializes in working with high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
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.
Sponsor wrap fee program
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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2
OH
02/15/2011 - Present
Fifth Third Securities, Inc. (DUBLIN OH)
BOTH
Issued 02/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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