Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Christofferson is a financial advisor registered with Morgan Stanley. Eric has been in the financial services industry since 2012 and has a wide range of experience in various financial services. Eric has a broad range of professional designations and holds Series 7, 9, 10, 66, SIE and 99TO licenses. Eric is registered in several states and holds both Broker-Dealer and Investment Advisor licenses. Eric is currently employed with Morgan Stanley and has worked for several prominent financial firms in the past, including UBS Financial Services and Wells Fargo Clearing Services.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OR
04/23/2020 - Present
Morgan Stanley (Portland OR)
NJ
09/01/2017 - 10/23/2019
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
OR
01/03/2013 - 08/04/2017
WELLS FARGO CLEARING SERVICES, LLC (PORTLAND OR)
OR
04/05/2012 - 01/03/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PORTLAND OR)
BOTH
Issued 07/29/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/19/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Eric Christofferson is the right advisor for you? Invested Better is here to help.
