Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Doan is a financial advisor who has been in the industry for 20 years. Erin holds Series 6, Series 63, and Series 65 licenses, and is registered to provide investment advice in Michigan and Illinois. Erin is affiliated with State Farm Investment Management Corp. Erin is a licensed insurance agent with State Farm Mutual Automobile Insurance Company and its affiliates and also owns Doan Properties, LLC.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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MI
04/04/2022 - Present
State Farm Investment Management Corp. (Ludington MI)
IA
Issued 03/30/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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