Unclaimed
Erik Leif Knutzen is a financial advisor with Neuberger Berman BD LLC. Erik has been in the industry for over 10 years and holds a Series 7, Series 24, Series 63, and Series 66 licenses. Erik is a Chartered Financial Analyst (CFA) and has experience in financial planning, portfolio management, and selection of other advisors. Erik has held previous positions at Riversource Distributors, Inc. and Mellon Funds Distributor, L.P.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
03/25/2021 - Present
Neuberger Berman BD LLC (WINCHESTER MA)
MA
03/23/2007 - 04/02/2008
RIVERSOURCE DISTRIBUTORS, INC. (CAMBRDIGE MA)
MA
02/16/2006 - 10/18/2006
MELLON FUNDS DISTRIBUTOR, L.P. (BOSTON MA)
BOTH
Issued 10/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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