Unclaimed
Stephen Erdman is a financial professional with experience in the industry since 2016. Stephen holds the Securities Industry Essentials Examination and the Operations Professional Examination licenses. Stephen is currently registered with Morgan Stanley Distribution, Inc. and Prime Dealer Services Corp.
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.
1
2
NY
07/17/2023 - Present
Morgan Stanley Distribution, Inc. (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2016
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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