Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Renee Myers is a financial advisor with over 20 years of experience. Erin has worked with a variety of firms, including Sagepoint Financial, Inc., Cambridge Investment Research, Inc., and VSR Financial Services, Inc., bringing a diverse range of knowledge and perspectives to her current position at Osaic Wealth, Inc. Erin holds the Series 7, Series 63 and Series 65 licenses. Erin is also a Notary Public, a member and owner of MVP Tax & Financial Services LLC, and a member of My Lame Honey Ranch LLC. Erin specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for both businesses and individuals.
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.
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
TX
09/01/2023 - Present
Osaic Wealth, Inc. (GUNTER TX)
TX
01/28/2016 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (GUNTER TX)
TX
08/08/2014 - 02/16/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (ADDISON TX)
TX
07/03/2002 - 07/08/2014
VSR FINANCIAL SERVICES, INC. (PLANO TX)
IA
Issued 10/02/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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