Unclaimed
Erin Marie Blue is a financial advisor at LPL Financial LLC. Erin has been in the financial services industry since 2002 and has held registrations in a number of states. She is licensed to sell securities in all 50 states and the District of Columbia. Her previous experience is with Waddell & Reed. Erin holds a number of securities licenses, including Series 6, 7, 63, and 65. She is also a registered principal with LPL Financial LLC.
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.
Consulting and other non-discretionary advisory services
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
CO
07/21/2021 - Present
LPL Financial LLC (GRAND JUNCTION CO)
CO
01/28/2002 - 07/21/2021
WADDELL & REED (GRAND JUNCTION CO)
BC
Issued 10/15/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/29/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/25/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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