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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Elizabeth Burke is a financial advisor with Morgan Stanley. Erin has been working in the financial industry for over 11 years and has experience with a variety of investment strategies. She is licensed to provide investment advice in multiple states and has a range of experience, from working at Lord Abbett Distributor LLC to BlackRock Investments, LLC, prior to joining Morgan Stanley. Erin has a strong understanding of the financial markets and is committed to providing her clients with personalized investment advice and guidance.
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
NJ
09/21/2018 - Present
Morgan Stanley (Morristown NJ)
NJ
04/01/2015 - 09/18/2018
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
NJ
06/07/2012 - 03/02/2015
BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)
NJ
05/12/2011 - 06/22/2012
MORGAN STANLEY SMITH BARNEY (WARREN NJ)
BOTH
Issued 07/03/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/30/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2011
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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