Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Martin is a registered investment advisor representative with Fidelity Personal And Workplace Advisors, located in Vancouver, WA. Erin has been in the industry since April 28, 2016 and has a wide range of experience serving individuals, high-net-worth individuals, corporations, and pension plans. Erin is licensed to provide investment advice and services in Oregon, Texas, and Washington.
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.
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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2
WA
02/09/2024 - Present
Fidelity Personal AND Workplace Advisors (VANCOUVER WA)
OR
01/23/2023 - 10/17/2023
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
TX
11/18/2015 - 06/17/2019
CHARLES SCHWAB & CO., INC. (Fort Worth TX)
TX
01/30/2017 - 07/05/2017
OPTIONSXPRESS, INC. (AUSTIN TX)
BC
Issued 12/29/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/08/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/16/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/28/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/23/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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