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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 Wozniak is a financial advisor currently registered with Commonwealth Financial Network. She has been in the industry since 2012, obtaining her Series 7, Series 66, and Series 65 licenses along the way. Erin has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Erin is a dedicated financial advisor who is committed to providing her clients with personalized service and guidance to help them achieve their financial goals. She currently serves clients in several states including Michigan, Florida, Illinois, Maine, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, and Washington.
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
MI
05/15/2018 - Present
Commonwealth Financial Network (Southgate MI)
MI
08/01/2012 - 05/22/2018
LPL FINANCIAL LLC (SOUTHGATE MI)
MI
04/09/2012 - 08/01/2012
NATIONAL PLANNING CORPORATION (ALLEN PARK MI)
IA
Issued 06/28/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/13/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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