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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Walsh Esposito is a financial advisor with Commonwealth Financial Network. Erin has been in the financial services industry since 2010, and is registered to offer investment advice in Massachusetts. Erin holds the Series 6, 7, 63, and 65 licenses and the SIE exam. Erin has experience working with clients in a variety of financial situations, including individuals, high-net-worth individuals, corporations, and charitable organizations. Erin's specialties include financial planning, portfolio management, and retirement planning. Commonwealth Financial Network is a financial services firm headquartered in Waltham, Massachusetts. The firm offers a wide range of financial products and services, including investment management, financial planning, retirement planning, and insurance. The firm has a team of experienced financial advisors who are dedicated to helping clients achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
06/26/2017 - Present
Commonwealth Financial Network (WALTHAM MA)
MA
01/12/2017 - 05/31/2017
COMMONWEALTH FINANCIAL NETWORK (MARLBOROUGH MA)
MA
07/29/2010 - 11/03/2016
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
MA
03/29/2010 - 07/13/2010
SAGEPOINT FINANCIAL, INC. (MARLBOROUGH MA)
IA
Issued 03/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/15/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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