Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Gunnell is a financial advisor with over 20 years of experience in the industry. Erin is currently registered with Osaic Wealth, Inc. and holds licenses in both Michigan and Texas. Erin is also a Certified Financial Planner. Erin has previously worked at several other firms including Woodbury Financial Services, Inc. and SII Investments, Inc. Prior to that, Erin worked at First Investors Corporation. Erin offers financial planning, pension consulting, educational seminars, and portfolio management services to a wide range of clients, including individuals, businesses, and charitable organizations.
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.
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.
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MI
01/19/2024 - Present
Osaic Wealth, Inc. (STERLING HEIGHTS MI)
MI
11/16/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (STERLING HEIGHTS MI)
MI
05/17/2012 - 11/16/2017
SII INVESTMENTS, INC. (STERLING HEIGHTS MI)
MI
02/01/2011 - 05/21/2012
WOODBURY FINANCIAL SERVICES, INC. (STERLING HEIGHTS MI)
MI
06/15/2004 - 01/27/2011
FIRST INVESTORS CORPORATION (LIVONIA MI)
IA
Issued 11/15/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/14/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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