Unclaimed
Johan Eriksson is a financial advisor with over 16 years of experience in the financial industry. Johan is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative (IAR). Johan is a registered representative with FINRA and has a Series 7, Series 31 and SIE license. Johan is registered with the state of Iowa as a registered investment advisor representative. Johan currently works at Morgan Stanley in St. Paul, Minnesota, and has been with the firm since June 2009. Johan has been registered with the state of Minnesota as an investment advisor representative since November 2013, and with the state of Texas since November 2016. Johan also has a Series 66 license. Johan previously worked at Morgan Stanley & Co. Incorporated in ST. PAUL, Minnesota.
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
MN
11/01/2016 - Present
Morgan Stanley (St. Paul MN)
MN
04/10/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ST. PAUL MN)
BOTH
Issued 05/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 04/09/2007
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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