Unclaimed
Erin Sigur Sibley is a wealth advisor at CWM, LLC, dba Carson Partners. Erin has been in the industry since August 8, 2011. Erin is licensed to sell securities in 14 states and holds the Series 66, Series 7 and SIE exams. Erin is also a Certified Financial Planner. Erin also works with Raymond James Financial Services, Inc., Carson Group Holdings, and Carson Wealth-The Shobe Financial Group. Erin is registered to provide financial advice in Texas and Louisiana.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
NE
03/13/2023 - Present
CWM, LLC (OMAHA NE)
LA
08/08/2011 - 03/16/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (BATON ROUGE LA)
BOTH
Issued 11/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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