Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gaye? Claim Your ProfileGaye Rosa (masopust) Erwin has been a financial advisor for over 38 years. Gaye has been registered with LPL Financial LLC since 2009 and has a Series 6, 7, 24, 26, 63, and 65 license. In addition to holding financial professional licenses, Gaye has a deep understanding of the financial industry, having previously worked with PFS INVESTMENTS INC. for over 25 years. Gaye is active in the community and is a member of the Optimist Club of N. Wichita.
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.
1
2
KS
04/05/2021 - Present
LPL Financial LLC (WICHITA KS)
KS
10/14/1983 - 06/01/2009
PFS INVESTMENTS INC. (WICHITA KS)
IA
Issued 05/27/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2009
Series 24 - General Securities Principal Examination
BC
Issued 04/02/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
BC
Issued 10/13/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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