ADVISOR BIO

Erika Jeri-wheeler is a registered representative with Wells Fargo Clearing Services, LLC. Erika has been in the industry since July 14, 2024. Erika is licensed to sell securities in California and is Series 63, 6TO and SIE qualified. Erika's branch office is located in Carlsbad, CA. Erika specializes in securities and investment products.

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ADVISOR BIO

Erika Ruiz is a financial advisor at Transamerica Financial Advisors, Inc., a firm with over 1100 licensed agents across the US. Erika has been in the financial industry since 2011, with prior experience at World Group Securities, Inc. Erika specializes in investment company products and variable contracts, as well as retirement planning. Erika is registered in California and holds the Series 6, SIE and Series 63 licenses. Erika is a dedicated financial advisor who is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Erika Jaimes is a financial advisor with J.P. Morgan Securities LLC. Erika is registered with FINRA and holds Series 63, 6TO and SIE licenses. Erika's areas of expertise include financial planning, pension consulting and selection of other advisors.

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Erika De la rosa hennessey is an Investment Advisor Representative with 1919 Investment Counsel, LLC. Erika is registered in Texas and Washington and is currently pending approval in California, Florida, and Oregon. Erika has been in the industry since 2014 and earned the Series 65 license in 2015. She is experienced in financial planning, portfolio management, and providing non-discretionary investment advice.

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Erika Anne Dizon is a financial advisor at Fidelity Personal And Workplace Advisors. Erika has been working in the financial industry since 2017. Erika holds Series 6, 7, 66, and SIE licenses. Erika's background includes working with clients in California and Texas, and her experience has given her a comprehensive understanding of financial planning needs. Erika is dedicated to providing personalized financial advice and helping clients reach their financial goals.

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Erin Cox is a financial professional with over 4 years of experience in the financial services industry. Erin is currently registered with Oneamerica Securities, Inc. and holds Series 6, 63 and SIE licenses. Erin has experience working with high-net-worth individuals and other clients. Erin specializes in providing financial planning, pension consulting and portfolio management services.

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ADVISOR BIO

Erin Jane Neil is an investment advisor representative with Pacific Wealth Strategies Group, Inc. Erin has been in the industry since 1998 and has held several registrations with different firms. Erin holds several licenses, including Series 63, 65, and 66, as well as Series 4, 9, 10, and 24. Erin is registered to provide investment advice in California. Erin's previous employment includes First Allied Securities, Inc., AFA Financial Group, LLC, TD Waterhouse Investor Services, Inc., Charles Schwab & Co., Inc. and Prudential Securities Incorporated.

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Erin Downey is a financial advisor registered with Transamerica Financial Advisors, Inc.. Erin has been in the financial services industry for over 8 years and holds Series 6, 63, and SIE licenses. Erin has been with Transamerica Financial Advisors, Inc. since July 28, 2015. Erin is registered in 9 states: Arizona, California, Connecticut, Delaware, Florida, Nevada, New York, Texas, and Utah.

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Erin Powis is an investment advisor representative with CLG LLC based in Ukiah, CA. Erin has been in the industry since 2000 and has extensive experience in providing investment advice to individuals and businesses. Erin holds both Series 63 and 65 licenses and is also a registered investment advisor. Erin is a trusted advisor with a proven track record of success. Erin's previous experience includes working with Cetera Advisor Networks LLC, Raymond James Financial Services, Inc., and Charles Schwab & Co., Inc. Erin is committed to providing her clients with personalized financial advice and investment strategies that are tailored to their individual needs.

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ADVISOR BIO

Erin Burke is a financial advisor with Morgan Stanley. Erin is based in Oxnard, CA, and has been in the financial industry since 1999. Erin has a strong background in securities and investments, holding licenses and registrations in multiple states. Erin is also a Registered Representative (Series 7) and a Registered Investment Advisor (Series 66). Erin has experience working with a variety of clients, including individuals, families, businesses, and institutions.

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