Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erman? Claim Your ProfileErman Tasci is an investment advisor representative with over 23 years of experience in the financial services industry. Erman has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2009 and previously worked at BANC OF AMERICA INVESTMENT SERVICES, INC. and MORGAN STANLEY DW INC. Erman holds Series 7, 31, and 66 licenses, as well as the Securities Industry Essentials Examination (SIE). Erman offers a range of services including portfolio management, financial planning, and pension consulting.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
PA
11/08/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ALLENTOWN PA)
PA
09/12/2005 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BETHLEHEM PA)
NY
08/18/1999 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 07/22/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 06/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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