Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erika? Claim Your ProfileErika Henik is a financial advisor at J.P. Morgan Securities LLC. Erika has been in the industry since 1995 and has a broad range of experience working with clients across various asset classes. Erika has worked with several top firms in the industry including MKM Partners LLC, Thomas Weisel Partners LLC and Goldman, Sachs & Co. Before joining J.P. Morgan Securities LLC, Erika was a financial advisor with MKM Partners LLC, where she worked for 3 years. Erika is a Series 7, Series 16, Series 24, and Series 63 licensed professional.
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.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
04/05/2013 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
CT
12/01/2009 - 04/04/2013
MKM PARTNERS LLC (STAMFORD CT)
NY
08/25/2009 - 12/01/2009
THOMAS WEISEL PARTNERS LLC (NEW YORK NY)
NY
10/01/2007 - 12/31/2008
GOLDMAN, SACHS & CO. (NEW YORK NY)
CA
03/21/2005 - 10/01/2007
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
CA
09/11/2003 - 03/16/2005
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
CA
03/14/2000 - 08/08/2003
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
NY
10/07/1997 - 03/10/2000
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
CA
12/02/1994 - 10/01/1997
MONTGOMERY SECURITIES (SAN FRANCISCO CA)
BC
Issued 01/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/14/1994
Series 16 - NYSE Supervisory Analyst Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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