Unclaimed
Erik Stevenson is a financial professional with over 2 years of experience in the financial services industry. Erik has held previous roles at Dresner Investment Services, Inc. and AlanTRA, LLC. Erik is currently registered with Deutsche Bank Securities Inc. as a registered representative. Erik's professional licenses include the Series 63, Series 79TO, and SIE exams. Erik is registered in Illinois and New York.
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.
Equity & debt research, macro research, quant strategy, multi- asset research, catalyst calls
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.
Hard dollar payments for research
1
2
IL
11/23/2021 - Present
Deutsche Bank Securities Inc. (CHICAGO IL)
IL
08/11/2020 - 10/25/2021
DRESNER INVESTMENT SERVICES, INC. (CHICAGO IL)
MA
02/21/2020 - 04/22/2020
ALANTRA, LLC (BOSTON MA)
BC
Issued 11/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2019
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2019
Series 79TO - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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