Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Leigh Hannan is a financial professional with over 9 years of experience in the industry. Erin is currently registered with Principal Securities, Inc. and has been with the firm since 2014. Previously, Erin was affiliated with Fidelity Brokerage Services LLC. Erin holds the Series 6, 7, 26, and 63 licenses and is licensed to conduct business in Iowa. Erin specializes in providing financial planning, portfolio management for individuals, and pension consulting 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.
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.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
02/23/2024 - Present
Principal Securities, Inc. (DES MOINES IA)
TX
06/07/2022 - 01/13/2024
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
IA
09/18/2014 - 05/20/2022
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
BC
Issued 09/10/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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