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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 Grace Murray is a financial advisor with over 40 years of experience in the industry. Erin currently works with Wealthpenn.comllc and has been registered with the firm since June 1, 2009. Erin has been active in the securities industry since November 17, 1982 and has held previous positions with Citigroup Global Markets Inc. and Smith Barney, Harris Upham & Co., Incorporated. Erin is registered to provide investment advice in 53 states and has passed several securities examinations, including the Series 66, 31, 7, 10, 9, and SIE exams.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
04/23/2020 - Present
Wealthpenn.comllc (Alpharetta GA)
GA
01/01/1989 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ALPHARETTA GA)
NA
02/22/1982 - 02/17/1988
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
11/19/1981 - 01/06/1982
PAINE, WEBBER, JACKSON & CURTIS INC.
BOTH
Issued 11/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 5/4/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 10/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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