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 Sweitzer is a registered representative with Commonwealth Financial Network. Erin is a financial advisor with 15 years of experience in the industry. Erin specializes in retirement planning, investment management, and financial planning. Erin has held previous positions with SAGEPOINT FINANCIAL, INC. and Commonwealth Financial Network. Erin has passed the Series 4, Series 7, Series 24, Series 52, Series 53, and Series 66 exams. Erin has specializations in portfolio management for individuals, businesses and investment companies. Erin also provides educational seminars and financial planning. Commonwealth Financial Network is a national financial services firm with a focus on providing personalized financial advice.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
06/23/2016 - Present
Commonwealth Financial Network (PHOENIX AZ)
AZ
06/13/2012 - 06/24/2014
SAGEPOINT FINANCIAL, INC. (PARADISE VALLEY AZ)
AZ
06/11/2008 - 01/04/2012
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
11/02/2004 - 10/24/2006
COMMONWEALTH FINANCIAL NETWORK (PHOENIX AZ)
BOTH
Issued 03/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2009
Series 4 - Registered Options Principal Examination
BC
Issued 01/13/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/17/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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