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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin M Storey is an investment advisor representative with Alliancebernstein LP. Erin is registered with the state of California and is actively licensed. Erin has worked in the industry for over 1 year, starting with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Erin has passed the Series 7TO, SIE, and Series 66 exams. Erin has experience working with a range of clients, including high-net-worth individuals, corporations, investment companies, insurance companies, pooled investment vehicles, charitable organizations, and state or municipal government entities.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
06/03/2022 - Present
Alliancebernstein LP (SAN FRANCISCO CA)
WA
10/08/2021 - 05/19/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEATTLE WA)
BOTH
Issued 12/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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