Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Carper is a financial advisor with over 20 years of experience in the financial services industry. Erin is registered with Diversified, LLC, and has previously worked with firms such as Commonwealth Financial Network, VOYA Financial Advisors, Inc., Ameritas Investment Corp., LPL Financial Corporation, Intersecurities, Inc., Pro-Integrity Securities, Inc., and Equity Services, Inc. Erin holds a Series 63, Series 7, Series 24, and SIE license. Erin is also a Certified Financial Planner. Erin's experience and expertise allow to provide a range of financial services to individuals and businesses. These include financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
DE
08/07/2024 - Present
Diversified, LLC (WILMINGTON DE)
GA
11/03/2016 - 12/04/2023
COMMONWEALTH FINANCIAL NETWORK (ALPHARETTA GA)
GA
07/02/2012 - 11/03/2016
VOYA FINANCIAL ADVISORS, INC. (ALPHARETTA GA)
GA
02/29/2008 - 07/05/2012
AMERITAS INVESTMENT CORP. (ALPHARETTA GA)
GA
08/29/2005 - 03/05/2008
LPL FINANCIAL CORPORATION (CUMMING GA)
FL
04/09/2003 - 09/01/2005
INTERSECURITIES, INC. (ST. PETERSBURG FL)
TX
03/09/1999 - 10/01/2002
PRO-INTEGRITY SECURITIES, INC. (LONGVIEW TX)
VT
03/03/1997 - 03/10/1999
EQUITY SERVICES, INC. (MONTPELIER VT)
NE
05/20/1994 - 02/10/1997
SECURITIES AMERICA, INC. (LAVISTA NE)
BC
Issued 05/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/19/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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