Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Neal is a financial advisor with Commonwealth Financial Network. Erin has been working in the financial services industry since 2002. Erin is registered with FINRA and holds the Series 6, Series 26, and SIE licenses. Erin specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and charitable organizations. Erin is a dedicated professional who is committed to helping her clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
08/04/2022 - Present
Commonwealth Financial Network (Mason OH)
OH
07/20/2022 - 07/25/2022
AW SECURITIES (Cincinnati OH)
OH
10/22/2012 - 07/08/2022
COMMONWEALTH FINANCIAL NETWORK (CINCINNATI OH)
OH
08/08/2011 - 10/12/2012
HARTFORD EQUITY SALES COMPANY INC. (CINCINNATI OH)
OH
10/22/2003 - 07/27/2011
PROEQUITIES, INC. (CINCINNATI OH)
OH
08/05/2002 - 09/17/2003
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
BC
Issued 03/21/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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