Unclaimed
Erin Smith is a financial advisor with over 7 years of experience in the industry. Erin is currently registered with J.P. Morgan Securities LLC in Flint, Michigan. Previously, Erin was employed with Jackson National Life Distributors LLC in Lansing, Michigan. Erin holds a Series 6, Series 63, and SIE licenses. Erin is a highly qualified advisor with a strong track record of success.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
MI
06/14/2023 - Present
J.p. Morgan Securities LLC (FLINT MI)
MI
06/15/2016 - 01/12/2023
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (LANSING MI)
BC
Issued 06/21/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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