Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Felicia? Claim Your ProfileFelicia Erwin-Sanders is a registered representative with LPL Financial LLC. Felicia has been in the industry since 2003. Felicia has a Series 66 and Series 7 license and holds registrations in Arizona, Arkansas, Delaware, and Texas. Prior to working with LPL Financial LLC, Felicia worked with CUSO FINANCIAL SERVICES, L.P., LPL FINANCIAL CORPORATION, XCU CAPITAL CORPORATION, INC., AXA ADVISORS, LLC, and LOCKWOOD FINANCIAL SERVICES, INC. Felicia currently works out of the Carrollton, TX branch office.
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.
Consulting and other non-discretionary advisory services
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.
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2
TX
01/31/2011 - Present
LPL Financial LLC (CARROLLTON TX)
TX
06/14/2010 - 02/28/2011
CUSO FINANCIAL SERVICES, L.P. (RICHARDSON TX)
TX
09/26/2007 - 11/10/2009
LPL FINANCIAL CORPORATION (LEWISVILLE TX)
TX
09/08/2005 - 09/12/2007
XCU CAPITAL CORPORATION, INC. (LEWISVILLE TX)
NY
07/30/2004 - 07/08/2005
AXA ADVISORS, LLC (NEW YORK NY)
PA
06/29/2000 - 05/07/2002
LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)
BOTH
Issued 06/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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