Felicia Erwin-Sanders
Financial Consultant
Xceed Financial Credit Union
1660 South Stemmons Freeway, Suite 140
Lewisville, TX 75067
Phone: 972.420.7315; 800.364.3703
Fax: 972.221.0808
felicia.erwinsanders@lpl.com
Felicia Erwin-Sanders is registered in the following states: AR, CA, FL, GA, IA, IL, IN, KS, LA, MI, MN, MO, MS, ND, NE, NJ, NY, OH, OK, SD, TX, WI.
Biography
Felicia Erwin-Sanders is an experienced Financial Consultant in the investment industry. She has been helping people reach their financial goals and working with individuals to work toward a comfortable retirement. Felicia can provide guidance and information on a wide variety of investment and insurance plans and is dedicated to helping members of Xceed Financial Credit Union, their family and friends. With several years of experience, and with a “holistic” approach to investment services, Felicia can provide the key to success.
Education and Experience
A native of Texas, Felicia completed her undergraduate studies at University of Texas at Arlington and graduate studies at Southern Methodist University. Felicia started her training with Lockwood Financial Services, working under a managed money platform that provided investment planning to high net worth clients. She currently holds Series 7 and 66 NASD Securities licenses with Linsco/Private Ledger, and is licensed for Life, Health, and Disability Insurance.
Investment Philosophy
Felicia believes in working with her clients to create and develop short- and long-term goals that can be achieved by using a disciplined, strategic investment process.
Mission Statement
Her mission is to partner with clients, helping them create and maintain relevant wealth preservation, and accumulation strategies to help meet their financial goals.
It’s always a good time to evaluate your future financial needs, and to re-evaluate your current investment portfolio. Contact Felicia today to schedule your complimentary consultation!
LPL Financial
The LPL Financial Registered Representatives associated with the site may only discuss and/or transact securities business with residents of the following states:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
The Xceed Financial Credit Union website contains links to sources outside the Credit Union that we believe are useful to visitors and members. Once you are linked to another site, you are subject to the privacy policy and terms of use of the new site. XFCU is not responsible for the content presented within the LPL Financial web site.
Securities & Insurance products offered through LPL Financial and its affiliates, Member FINRA/SIPC. Investment and Insurance products are not credit union deposits, are not insured by the NCUA or any federal government agency, are not obligations of or guaranteed by a bank, credit union or LPL Financial, and are subject to investment risks, including possible loss of principal amount invested.
LPL Financial does not represent in any capacity either Xerox or the Xerox retirement plans.
Please be advised that while Xceed Financial Credit Union provides services and products to Xerox employees and their families, the Credit Union is a separate legal entity and is neither owned nor controlled by Xerox Corporation.
