Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Marie Freund is a financial advisor who has been in the industry since 2006. Erin is currently registered with Great Valley Advisor Group, Inc., and holds licenses in Arizona, California, Colorado, Illinois, Iowa, Kansas, Minnesota, Missouri, Nebraska, New Mexico, North Carolina, Ohio, Oregon, and Texas. Erin has a strong background in the financial services industry, having previously worked with Wells Fargo Advisors, LLC, Principal Funds Distributor, Inc., and Princor Financial Services Corporation. Erin is committed to providing personalized financial advice to individuals and families.
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.
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 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.
A percentage of the total value of assets under management is charged.
1
2
IA
10/17/2024 - Present
Great Valley Advisor Group, Inc. (Atlantic IA)
IA
12/16/2014 - 06/08/2016
WELLS FARGO ADVISORS, LLC (URBANDALE IA)
IA
08/21/2007 - 12/11/2014
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
IA
08/21/2007 - 12/05/2014
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
10/20/2005 - 08/07/2007
WELLS FARGO INVESTMENTS, LLC (WEST DES MOINES IA)
BOTH
Issued 05/26/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Erin Freund is the right advisor for you? Invested Better is here to help.
