Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erika? Claim Your ProfileErika Carlson is a registered representative with Morgan Stanley. Erika has been in the financial services industry since 2019. Erika has a Series 63, Series 6TO and SIE licenses. Prior to joining Morgan Stanley, Erika worked at MML Investors Services, LLC and Northwestern Mutual Investment Services, LLC. Erika specializes in providing financial advice to individuals, corporations, and other institutions.
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
GA
10/11/2023 - Present
Morgan Stanley (ATLANTA GA)
GA
07/14/2023 - 08/08/2023
MML INVESTORS SERVICES, LLC (ATLANTA GA)
GA
11/17/2022 - 06/02/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Atlanta GA)
IL
12/16/2021 - 10/11/2022
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 01/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Erika Carlson is the right advisor for you? Invested Better is here to help.
