Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Newlin is an investment advisor representative registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Erin has been in the industry since 2011 and has experience with a variety of financial products and services. Erin holds Series 7, 63, 65, and 66 licenses. Previously, Erin was employed by LABRANCHE & CO. LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Erin is a resident of Stamford, CT and has a branch office in Stamford and New York, NY.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CT
11/06/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (STAMFORD CT)
NY
10/13/1997 - 08/27/2007
LABRANCHE & CO. LLC (NEW YORK NY)
NY
05/12/1993 - 10/17/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/02/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/01/2022
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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