Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eryn? Claim Your ProfileEryn Whittier, a financial professional with over a decade of experience in the industry, is an Investment Advisor Representative associated with Raymond James & Associates, Inc. Eryn has held previous positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley. Eryn is a licensed Series 63 and Series 66 advisor and holds the Series 7 and SIE exams. Eryn is registered to provide investment advice in over two dozen states and has a special focus on investment companies, charitable organizations, high net worth individuals, and other investment advisors. Eryn offers financial planning, pension consulting, and portfolio management for both businesses and individuals.
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.
Please see note in schedule d - miscellaneous
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
MA
08/10/2020 - Present
Raymond James & Associates, Inc. (Burlington MA)
MA
04/24/2014 - 07/13/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BURLINGTON MA)
MA
09/28/2012 - 04/14/2014
MORGAN STANLEY (WELLESLEY MA)
BOTH
Issued 07/09/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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