Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Michelle Orourke is an investment advisor representative at Wells Fargo Clearing Services, LLC. Erin has been in the financial industry since 1999, working at several firms including LPL FINANCIAL LLC, MORGAN STANLEY, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Erin is registered in Missouri and has earned both Series 7 and Series 66 licenses.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
05/23/2014 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
12/20/2012 - 04/29/2014
LPL FINANCIAL LLC (CHESTERFIELD MO)
MO
06/01/2009 - 12/12/2012
MORGAN STANLEY (CHESTERFIELD MO)
MO
11/14/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CHESTERFIELD MO)
MO
06/25/2004 - 11/19/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLAYTON MO)
WI
04/10/2001 - 07/08/2004
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MO
12/23/1999 - 03/26/2001
HUNTLEIGH SECURITIES CORPORATION (ST. LOUIS MO)
BOTH
Issued 10/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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