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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erynn? Claim Your ProfileErynn Menefee is a financial advisor at Fidelity Personal And Workplace Advisors. Erynn is a registered investment advisor and has been in the industry for over 12 years. Erynn holds Series 63, 65, and 7 licenses as well as the SIE. Erynn is licensed to provide financial advice in multiple states including Virginia, Texas, Maryland, and Florida. Erynn's previous experience includes working at Morgan Stanley, ALPS Distributors, Inc., and Wells Fargo Clearing Services, LLC. Erynn's specialization areas include financial planning, portfolio management for individuals, and portfolio management for businesses. Erynn is committed to providing personalized financial advice to help 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.
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.
A percentage of the total value of assets under management is charged.
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2
VA
07/14/2020 - Present
Fidelity Personal AND Workplace Advisors (MIDLOTHIAN VA)
VA
04/27/2018 - 06/23/2020
MORGAN STANLEY (RICHMOND VA)
VA
04/06/2017 - 02/22/2018
ALPS DISTRIBUTORS, INC. (RICHMOND VA)
VA
04/06/2015 - 04/03/2017
WELLS FARGO CLEARING SERVICES, LLC (RICHMOND VA)
VA
10/05/2011 - 04/06/2015
DAVENPORT & COMPANY LLC (FREDERICKSBURG VA)
IA
Issued 04/14/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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