Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Seiler is a financial advisor with morgan stanley. Erin has been in the financial services industry since 2003. Erin holds both series 6 and series 7 licenses and is registered with the state of Minnesota as well as 41 other states. Erin is also a registered investment advisor with the state of Minnesota and Texas. Erin has a history of working with a number of firms in the industry including Wells Fargo Advisors, Fidelity Brokerage Services LLC, and LoCorr Distributors. Erin has also worked as a financial advisor with Castle Hill Capital Partners, Inc., a firm that is not in scope with the Investment Advisor Act of 1940.
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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MN
09/25/2024 - Present
Osaic Wealth, Inc. (PLYMOUTH MN)
NY
03/06/2019 - 04/06/2020
CASTLE HILL CAPITAL PARTNERS, INC. (NEW YORK NY)
MN
05/22/2018 - 03/06/2019
FIDELITY BROKERAGE SERVICES LLC (MINNETONKA MN)
MN
04/27/2016 - 04/09/2018
LOCORR DISTRIBUTORS, LLC (EXCELSIOR MN)
MN
12/03/2015 - 04/06/2016
WELLS FARGO ADVISORS, LLC (MINNETONKA MN)
MN
02/08/2013 - 11/19/2015
LOCORR DISTRIBUTORS, LLC (EXCELSIOR MN)
MN
10/19/2011 - 02/01/2013
ING AMERICA EQUITIES, INC. (MINNEAPOLIS MN)
MN
11/16/2007 - 03/17/2008
ING FINANCIAL ADVISERS, LLC (MINNEAPOLIS MN)
MN
06/23/2004 - 10/29/2007
TRANSAMERICA CAPITAL, INC. (MINNEAPOLIS MN)
MN
01/09/2003 - 06/14/2004
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
IL
04/17/2001 - 11/25/2002
PMG SECURITIES CORPORATION (ELGIN IL)
MN
02/23/1999 - 03/28/2001
SIA SECURITIES CORPORATION (MINNEAPOLIS MN)
MN
03/18/1998 - 01/26/1999
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
BOTH
Issued 11/1/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/6/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 3/17/1998
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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