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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 Knobl is a financial advisor with Morgan Stanley. Erik has been in the industry since 1997 and holds Series 7, 31, and 65 licenses. Erik provides investment advice and financial planning services to a wide range of clients including individuals, businesses, and institutions. Erik also has experience in portfolio management and asset allocation advice. Erik previously worked for Citigroup Global Markets Inc. and Morgan Stanley Smith Barney.
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
DC
02/14/2022 - Present
Morgan Stanley (Washington DC)
DC
12/15/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
NY
11/19/1997 - 12/15/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
MN
08/01/1997 - 11/21/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/01/1997 - 11/21/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/05/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 07/31/1997
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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