Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Morrissey is a registered representative with Fidelity Personal and Workplace Advisors, based in Lake Grove, New York. Erin has been in the industry since 2018. Erin has worked for several leading financial institutions, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley. Erin has the Series 63, Series 66, Series 7 and SIE securities licenses and is also registered as an Investment Advisor Representative. Erin is committed to providing personalized financial guidance and helping clients achieve their financial goals.
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.
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2
NY
04/04/2023 - Present
Fidelity Personal AND Workplace Advisors (LAKE GROVE NY)
NY
03/05/2021 - 02/24/2023
MORGAN STANLEY (Garden City NY)
NY
05/02/2019 - 03/08/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MELVILLE NY)
NY
05/22/2018 - 01/17/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MELVILLE NY)
BOTH
Issued 05/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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