Unclaimed
Erin Lankowsky is a financial professional with over 16 years of experience in the industry. Erin is currently registered with Stifel, Nicolaus & Company, Inc. and is licensed to conduct business in several states. Erin specializes in a variety of investment services including portfolio management for individuals and businesses.
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.
1
2
NV
04/05/2024 - Present
Stifel, Nicolaus & Company, Inc. (Las Vegas NV)
NV
07/08/2011 - 04/05/2024
SIERRA PACIFIC SECURITIES, LLC (LAS VEGAS NV)
NC
09/13/2006 - 01/26/2011
TAHOE FIXED INCOME, LLC (CHARLOTTE NC)
BC
Issued 09/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2010
Series 24 - General Securities Principal Examination
BC
Issued 06/24/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/25/2008
Series 27 - Financial and Operations Principal Examination
BC
Issued 04/05/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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