Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Mathieson is an investment advisor representative associated with Steward Partners Investment Advisory, LLC. Erik is a registered Investment Advisor in New York and Texas. Erik has been working in the financial industry since 1992. Prior to joining Steward Partners, Erik was a financial advisor at Raymond James Financial Services, Inc. and Morgan Stanley. Erik specializes in providing financial planning and consulting, as well as portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
A percentage of the total value of assets under management is charged.
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2
NY
04/07/2016 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
NY
06/06/2014 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
06/01/2009 - 07/01/2014
MORGAN STANLEY (NEW YORK NY)
NY
11/16/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
03/23/1992 - 11/10/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 10/21/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/2/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/26/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 3/19/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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