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Erin M Walsh

Fidelity Brokerage Services LLC

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About Erin M Walsh

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.

Firm Information

Erin Walsh is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Erin Walsh’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Erin M Walsh.
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