Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Meashey is a financial advisor with over 20 years of experience in the financial services industry. Erin currently works with LPL Financial LLC, a leading financial services firm with over $50 billion in assets under management. Erin is registered with the state of Pennsylvania and holds a Series 6 license, Series 63 license, and SIE exam qualification. Erin has held previous roles with M&T Securities, Inc. and Allfirst Brokerage Corporation. Erin is committed to providing comprehensive financial advice to individuals, families, and businesses in the Lebanon, PA area.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
06/09/2021 - Present
LPL Financial LLC (LEBANON PA)
PA
05/01/2003 - 06/09/2021
M&T SECURITIES, INC. (LEBANON PA)
MD
11/10/1999 - 05/01/2003
ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)
BC
Issued 11/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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