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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 Halprin is a financial advisor with Morgan Stanley in Houston, Texas. Erin has been working in the financial services industry since 2009 and has a strong background in investment banking. Erin holds the Series 7, 79, 63, and 66 securities licenses and has a deep understanding of the financial markets. Erin is committed to providing personalized financial advice to her clients and helping them achieve their financial goals. Prior to joining Morgan Stanley, Erin worked at J.P. Morgan Securities LLC. Erin is also a board member of the Ursuline Academy of Dallas Foundation, Inc.
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
05/05/2022 - Present
Morgan Stanley (Houston TX)
TX
03/27/2013 - 05/06/2022
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
09/15/2009 - 07/26/2012
J.P. MORGAN SECURITIES LLC (DALLAS TX)
BOTH
Issued 02/07/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2009
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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