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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Goergen is an investment advisor representative with Dynamic Wealth Advisors, registered in Arizona and Illinois. Erin has been in the industry since 2003 and has held previous roles at CHARLES SCHWAB & CO., INC. and M&I BROKERAGE SERVICES, INC.. Erin holds Series 7, 63, and 65 licenses, and is a Certified Financial Planner. Erin offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals. Erin is also an Independent Agent for various Insurance and Annuity products and receives commissions if clients implement these products.
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.
Personalized portfolio management to meet individual financial objectives.
Model portfolio adviser services for third party program
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.
Asset-based and flat fees for model portfolio adviser services
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AZ
10/17/2024 - Present
Dynamic Wealth Advisors (PHOENIX AZ)
AZ
04/28/2006 - 06/10/2013
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
WI
05/13/2003 - 04/05/2006
M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)
IA
Issued 12/08/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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