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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Hokanson is a financial advisor with Morgan Stanley. Eric has been in the financial industry since September 14, 1989 and holds a variety of securities licenses including Series 7, 9, 10, 31, 63, and 65. Eric has worked with a variety of clients over the years, including individuals, families, businesses, and institutions. Eric is committed to providing his clients with personalized financial advice and guidance. He works with clients to develop and implement financial plans that meet their individual needs and goals. He also offers a range of investment management 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
MA
02/11/2014 - Present
Morgan Stanley (HYANNIS MA)
MA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (HYANNIS MA)
MA
03/02/2007 - 04/02/2007
MORGAN STANLEY DW INC. (HYANNIS MA)
MA
10/29/1999 - 03/12/2007
CITIGROUP GLOBAL MARKETS INC. (HYANNIS MA)
NY
01/10/1995 - 10/27/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
04/01/1991 - 02/15/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
06/20/1989 - 01/04/1991
HIBBARD BROWN & CO., INC. (NEW YORK NY)
IA
Issued 03/09/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/19/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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