Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Nelson Walters is an investment advisor representative at Ascensus Investment Advisors, LLC, based in Newton, MA. Erin has been in the financial services industry since 2001 and has experience working with a variety of clients, including state and municipal government entities. Erin is registered with the state of Massachusetts as an Investment Advisor Representative. Erin is also registered with the state of Virginia as a broker-dealer. Erin holds Series 7, 63, 65 and 24 licenses.
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.
Guidance on pension options to ensure a secure financial future.
Portfolio mgmt/oversight incl review of allocations & selection of underlying securities for qual tuition 529/529a & sfrp plans
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.
Percentage of program management fee and percentage of aua
1
2
MA
07/17/2024 - Present
Ascensus Investment Advisors, LLC (NEWTON MA)
TX
04/19/2011 - 08/31/2023
NEWPORT GROUP SECURITIES, INC. (Dallas TX)
NC
08/20/2007 - 04/04/2011
CLARK SECURITIES, INC. (GREENSBORO NC)
NC
09/11/2003 - 09/09/2005
CLARK SECURITIES, INC. (GREENSBORO NC)
NJ
12/17/2001 - 06/11/2003
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
KS
05/30/2001 - 12/11/2001
WADDELL & REED, INC. (OVERLAND PARK KS)
NE
07/29/1999 - 04/06/2001
AMERITRADE (BELLEVUE NE)
IA
Issued 04/30/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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