Unclaimed
Erlina Ciraldo has been an active financial professional since 2007. Erlina is a registered representative of Edward Jones and has worked with the firm since 2014. Erlina is registered in 21 states and also has active state investment advisor registrations. Erlina has worked with a number of firms throughout her career including Chase Investment Services Corp., MetLife Securities Inc., Metropolitan Life Insurance Company, AXA Advisors, LLC, and Ameriprise Financial Services, Inc. Erlina is committed to providing comprehensive financial planning and investment advice to a wide range of clients, including individuals, families, businesses, and retirement plans.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
GA
04/15/2021 - Present
Edward Jones (ROSWELL GA)
GA
06/21/2010 - 08/23/2012
CHASE INVESTMENT SERVICES CORP. (ATLANTA GA)
GA
01/10/2007 - 04/16/2010
METLIFE SECURITIES INC. (ATLANTA GA)
GA
01/10/2007 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ATLANTA GA)
GA
04/21/2006 - 12/18/2006
AXA ADVISORS, LLC (ATLANTA GA)
MN
03/29/2006 - 04/25/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BOTH
Issued 03/27/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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