Unclaimed
Erin McAndrew is a financial advisor with over 25 years of experience in the financial industry. Erin is currently registered with M Holdings Securities, Inc. in Moosic, PA, where Erin has been employed since June 2022. Erin previously held positions with GWFS EQUITIES, INC. and PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC. Erin is a licensed securities agent in Pennsylvania and holds the Series 6, Series 63, and SIE licenses. Erin is dedicated to providing personalized financial advice and helping clients achieve their financial goals.
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.
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
PA
06/02/2022 - Present
M Holdings Securities, Inc. (Moosic PA)
CO
04/04/2022 - 04/05/2022
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
PA
01/01/1997 - 04/04/2022
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (SCRANTON PA)
NJ
08/02/1995 - 01/01/1997
PRUDENTIAL RETIREMENT SERVICES, INC. (NEWARK NJ)
BC
Issued 03/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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