Unclaimed Profile

Erin Rachel Kogan

GRIDMATIC INC.·CUPERTINO, California

SIE, Series 7, Series 24, Series 27, Series 55, Series 63CFAClean recordGRIDMATIC INC.

20450 STEVENS CREEK BLVD, CUPERTINO, CA 95014CRD# 5167115Firm CRD# 330591

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Erin Rachel Kogan · CUPERTINO, CA

Registration

CRD #5167115 · GRIDMATIC INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 55

Series 63

Registration record

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Introduction

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Frequently Asked Questions

What services does Erin Rachel Kogan offer?

Erin Rachel Kogan is a registered financial advisor in CUPERTINO, California. Contact their office for details on services offered.

What are Erin Rachel Kogan's credentials?

Erin Rachel Kogan holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Erin Rachel Kogan located?

Erin Rachel Kogan is based in CUPERTINO, California, working with GRIDMATIC INC.. Their office serves clients in the CUPERTINO metropolitan area and surrounding communities.

How large is GRIDMATIC INC.?

GRIDMATIC INC. is a registered investment adviser with the SEC. See their Form ADV for full details.

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