Unclaimed
Erin Hoestje is a financial advisor who has been in the industry for 8 years. Erin has a background in both insurance and investments. Erin is a registered representative of Corecap Advisors, LLC and is licensed to sell securities in Kansas and Michigan. In addition to her work with Corecap Advisors, Erin is also a rental property owner. Erin has a strong commitment to providing her clients with personalized financial advice. She is passionate about helping clients achieve their financial goals and is dedicated to providing them with the highest level of service.
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.
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
MI
07/14/2022 - Present
Corecap Advisors (SOUTHFIELD MI)
KS
03/16/2021 - 06/28/2022
AE FINANCIAL SERVICES, LLC (Topeka KS)
KS
10/22/2015 - 02/03/2021
WADDELL & REED (OVERLAND PARK KS)
KS
09/20/2005 - 09/19/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LEAWOOD KS)
BOTH
Issued 10/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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