Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Nicole Gray is a financial advisor at Obsidian Personal Planning Solutions, LLC. Erin has been in the financial services industry since 2018 and holds the Series 66, Series 7, and SIE licenses. Erin specializes in financial planning, portfolio management for individuals, and selection of other advisors. Erin has experience working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
Helps you choose top advisors aligned with your financial goals.
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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MD
06/03/2024 - Present
Obsidian Personal Planning Solutions, LLC (ROCKVILLE MD)
MD
11/15/2023 - 08/23/2024
TRIAD ADVISORS LLC (Rockville MD)
MI
07/20/2018 - 11/07/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Clinton Township MI)
BOTH
Issued 06/24/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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