Unclaimed
Erin Walsh is a financial professional registered with Fidelity Brokerage Services LLC. Erin has been in the financial industry since 2007 and holds licenses for Series 6, 7, 24, 51, and 63. Erin is currently registered in 12 states, including Massachusetts, New Hampshire, and New Jersey. Erin is a seasoned financial advisor with experience serving clients in various states across the country.
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.
1
2
MA
01/07/2019 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
RI
08/08/2007 - 12/11/2018
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 08/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2014
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/27/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/07/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Erin Walsh is the right advisor for you? Invested Better is here to help.