Unclaimed
Erika Lynn Mathews is a registered principal with BDT & MSD Partners, LLC. Erika is a registered representative, having passed the Series 7, Series 79, Series 24, Series 99TO, and SIE exams. Erika has been in the industry since August 13, 2017, and is currently located in the Chicago, IL office.
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.
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.
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2
IL
08/14/2017 - Present
BDT & MSD Partners, LLC (CHICAGO IL)
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 12/13/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/14/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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