Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Sinclair is a financial advisor with Edward Jones. Erin has been in the industry since 1998 and holds the Series 66, Series 63, and Series 24 licenses. She is also a Certified Financial Planner. Erin has experience working with individuals, corporations, and charitable organizations. Edward Jones is a well-established firm that has been providing financial services for over 100 years. They offer a variety of services, including financial planning, portfolio management, and retirement planning.
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.
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.
See schedule d - miscellaneous
1
2
CA
12/17/2018 - Present
Edward Jones (SAN MATEO CA)
CA
08/10/2012 - 02/26/2014
MORGAN STANLEY (SAN MATEO CA)
CA
09/02/1998 - 12/22/1999
POLYNOUS SECURITIES, LLC (SAN FRANCISCO CA)
PA
10/10/1996 - 12/31/1998
FPS BROKER SERVICES, INC. (KING OF PRUSSIA PA)
CA
03/21/1995 - 06/24/1996
GT GLOBAL, INC. (SAN FRANCISCO CA)
FL
02/08/1988 - 08/03/1993
FESHBACH BROTHERS INVESTOR SERVICES INC. (CLEARWATER FL)
NA
01/25/1984 - 02/09/1988
KIDDER, PEABODY & CO. INCORPORATED
BOTH
Issued 10/05/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2012
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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