Unclaimed
Erin Rohn is a financial advisor with Edward Jones in ST CLAIR SHORES, MI. Erin has been in the industry since 2011. Erin has been registered with Edward Jones since 2019. Before that, Erin was registered with HD VEST INVESTMENT SERVICES in New Haven, MI. Erin has passed the SIE, Series 7 and Series 66 exams. Erin is also registered with the states of California, Florida, Georgia, Illinois, Michigan, Nevada, North Carolina, Ohio, South Carolina, Virginia and Washington. Erin provides financial planning services.
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.
See schedule d - miscellaneous
1
2
MI
04/01/2019 - Present
Edward Jones (ST CLAIR SHORES MI)
MI
01/03/2017 - 04/09/2019
HD VEST INVESTMENT SERVICES (New Haven MI)
MI
02/03/2014 - 01/20/2015
PFS INVESTMENTS INC. (TROY MI)
MI
10/24/2011 - 02/07/2012
CHASE INVESTMENT SERVICES CORP. (WATERFORD MI)
MI
12/10/2010 - 01/06/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TROY MI)
MI
10/23/2009 - 01/22/2010
CHASE INVESTMENT SERVICES CORP. (STERLING HEIGHTS MI)
MI
06/12/2007 - 09/14/2009
THE HUNTINGTON INVESTMENT COMPANY (CLINTON TOWNSHIP MI)
BOTH
Issued 10/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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