Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Moretz is a financial advisor with Ceros Financial Services, Inc. Erin has been in the industry since 2008. Erin has a Series 6, 7, 22, 24, 3 and SIE license and is registered in 30 states, and is also registered with FINRA and the MSRB. Prior to joining Ceros Financial Services, Inc. Erin was employed by Brookwood Securities Partners, LLC, Steben & Company, Inc., and Directed Services LLC.
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.
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.
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2
MD
07/27/2022 - Present
Ceros Financial Services, Inc. (ROCKVILLE MD)
VA
01/27/2022 - 06/10/2022
BROOKWOOD SECURITIES PARTNERS, LLC (Fairfax VA)
VA
05/07/2013 - 09/10/2021
BROOKWOOD SECURITIES PARTNERS, LLC (Fairfax VA)
MD
10/04/2010 - 12/03/2012
STEBEN & COMPANY, INC. (ROCKVILLE MD)
PA
08/15/2007 - 08/02/2010
DIRECTED SERVICES LLC (WEST CHESTER PA)
IA
Issued 10/02/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/20/2010
Series 3 - National Commodity Futures Examination
BC
Issued 10/02/2010
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/14/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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