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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 O'Sullivanosborne is a financial advisor with Ameriprise Financial Services, LLC. Erin has been in the financial services industry since April 2002. Erin holds the Series 66, Series 7 and SIE licenses. Erin is registered with the state of California, Florida, Massachusetts, Texas and Virginia. Erin has been a registered representative with Ameriprise Financial Services, LLC since 2020. Previously, Erin was a registered representative with Ameriprise Financial Services, Inc. from 2005 to 2020. Erin's previous employment was with IDS Life Insurance Company in Minneapolis, MN. Erin specializes in Financial Planning, Portfolio Management for Businesses, Portfolio Management for Individuals, Pension Consulting and Educational Seminars.
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.
Asset allocation services
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
CA
06/02/2014 - Present
Ameriprise Financial Services, LLC (HERMOSA BEACH CA)
MN
04/18/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/25/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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