Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Dunagan hiner is a Registered Investment Advisor representative. Erin is currently registered with Redw Wealth LLC and previously registered with NFP Securities, Inc., NYLIFE Securities LLC, TRANSAMERICA FINANCIAL ADVISORS, INC, RBC CAPITAL MARKETS, LLC, and MORGAN STANLEY DW INC.. Erin has passed the Uniform Investment Adviser Law Examination and the Uniform Securities Agent State Law Examination.
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.
Tax preparation
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.
Negotiated fees for bundled services
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2
NM
05/23/2023 - Present
Redw Wealth LLC (ALBUQUERQUE NM)
NM
06/06/2012 - 07/29/2014
NFP SECURITIES, INC. (ALBUQUERQUE NM)
NM
10/28/2011 - 05/30/2012
NYLIFE SECURITIES LLC (ALBUQUERQUE NM)
NM
07/06/2011 - 08/03/2011
TRANSAMERICA FINANCIAL ADVISORS, INC (ALBUQUERQUE NM)
NM
03/03/2008 - 03/03/2011
RBC CAPITAL MARKETS, LLC (ALBUQUERQUE NM)
NY
06/07/1999 - 10/31/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 05/22/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/29/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/28/1999
Series 31 - Futures Managed Funds Examination
Active
Inactive
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