Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Melissa Holt is a financial advisor at AOG Wealth Management. Erin has been in the financial industry for several years and is registered as an Investment Advisor Representative (IAR) in Virginia. Erin is a Certified Financial Planner and has a Series 66, Series 7, and SIE license. Erin has worked at various financial institutions including Morgan Stanley and Kalos Capital. Erin's previous experience includes working as a financial advisor at AOG Wealth Management. Erin is passionate about helping clients reach 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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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VA
11/12/2018 - Present
AOG Wealth Management (RESTON VA)
VA
09/21/2018 - 07/31/2019
KALOS CAPITAL, INC. (GREAT FALLS VA)
BOTH
Issued 11/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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