Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erika? Claim Your ProfileErika Lucia Ibarra is a registered representative with Morgan Stanley in Houston, TX. Erika has been in the industry since January 31, 2021, and has a Series 66 license in Texas. Erika is registered to offer investment advice in 25 states. Erika has been working with Morgan Stanley since December 2019, and previously worked with UBS Financial Services. Erika has a Series 7TO and SIE license, and has been registered with Morgan Stanley since March 20, 2023. Erika also offers investment advice in the state of Texas.
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
TX
03/20/2023 - Present
Morgan Stanley (Houston TX)
BOTH
Issued 03/18/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Erika Ibarra is the right advisor for you? Invested Better is here to help.
