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Erwin Marine

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CRD#: 1060406
EM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Erwin Marine was a registered financial professional .

Erwin is a previously registered financial professional and started their career in finance in 1982. Erwin had worked at 7 firms and has passed the Series 65, Series 63, Series 7, Series 22, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 30, 2009 - December 31, 2014

TREND INVESTMENT CO.

RIA
CRD#: 150340
WESTLAKE VILLAGE, CA
Past

September 10, 2003 - November 1, 2004

FSC SECURITIES CORPORATION

RIA
CRD#: 7461
WESTLAKE VILLAGE, CA
Past

June 11, 1998 - November 1, 2004

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

April 22, 1998 - December 31, 2004

ZEPHYR INVESTMENT MANAGEMENT

RIA
CRD#: 108020
WESTLAKE VILLAGE, CA
Past

January 30, 1996 - June 19, 1998

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

January 5, 1984 - December 31, 1995

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

September 29, 1983 - December 20, 1983

ASSOCIATED SECURITIES CORP.

BD
CRD#: 12969
Past

August 23, 1982 - July 27, 1983

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 2/10/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


TI
TREND INVESTMENT CO.
ERWIN MARINE | TREND INVESTMENT CO. | MARINE, ERWIN | MARINE, ERWIN

CRD#: 150340 / SEC#:

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Contact information


Main Address
Westlake Village, CA
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TREND INVESTMENT CO.

CRD#: 150340

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