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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ericka? Claim Your ProfileEricka Archie-conner is a financial advisor registered with Morgan Stanley. Ericka has been working in the financial industry since October 2007. She has a wide range of experience and holds numerous licenses and certifications. She has been employed at Morgan Stanley since June 2009. Ericka has a proven track record of success in providing financial advice to individuals and businesses.
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
NC
02/20/2020 - Present
Morgan Stanley (Raleigh NC)
KY
10/16/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LOUISVILLE KY)
BOTH
Issued 05/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/14/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2007
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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