Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Grosz is a financial advisor at Raymond James Financial Services Advisors, Inc. in Bemidji, Minnesota. Erin has been working in the financial services industry since 2012 and is registered with the state of Minnesota. Erin previously worked at Raymond James Financial Services, Inc. in Honolulu, Hawaii. In addition to her work as a financial advisor, Erin is also a bank associate at First National Bank Bemidji and assists financial advisors with new account openings and client account maintenance at First National Bemidji Investment Services. Erin holds a Series 7 and Series 66 securities licenses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MN
02/11/2019 - Present
Raymond James Financial Services Advisors, Inc. (BEMIDJI MN)
HI
05/03/2017 - 11/14/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (HONOLULU HI)
HI
01/01/2012 - 05/02/2017
BANCWEST INVESTMENT SERVICES, INC. (HONOLULU HI)
BOTH
Issued 04/19/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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