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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Konrad Morgan is an investment advisor representative registered with Freestone Capital Management, LLC. Erik has been in the industry since 1992 and has worked for Freestone Capital Management, LLC since April 2008. Erik specializes in providing financial planning, educational seminars, selection of other advisors and portfolio management for individuals and pooled investment vehicles.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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WA
04/25/2008 - Present
Freestone Capital Management, LLC (SEATTLE WA)
WA
01/13/2006 - 01/07/2015
FREESTONE SECURITIES, LLC (SEATTLE WA)
OH
08/30/1993 - 10/30/1998
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
NJ
01/23/1992 - 03/17/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
01/23/1992 - 03/17/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 07/28/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/14/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/2015
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2014
Series 3 - National Commodity Futures Examination
BC
Issued 03/30/1994
Series 7 - General Securities Representative Examination
BC
Issued 01/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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