Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erika? Claim Your ProfileErika Kristin Imbriano is a registered representative and investment advisor representative with Morgan Stanley. Erika has been in the financial industry since 2005 and has a diverse background. She is registered in multiple states and has a wide range of product and state exams. Erika is qualified to provide a variety of financial services to individuals and institutions. Her previous employment history includes UBS Financial Services Inc and Morgan Stanley Smith Barney LLC.
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
NY
03/26/2020 - Present
Morgan Stanley (New York NY)
NY
02/18/2011 - 04/16/2020
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
06/01/2009 - 02/28/2011
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NY
04/28/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 02/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2005
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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