Unclaimed
John A. Massad is a financial professional with over 30 years of experience in the industry. John is currently registered with Manor Private Capital, LLC in Connecticut. John has held previous positions at J.P. Morgan Institutional Investments Inc., KKR Capital Markets LLC, BlackRock Investments, Inc., and J.P. Morgan Securities Inc. John holds multiple FINRA licenses including Series 3, 7, 8, 9, 10, 24, 63, 7TO, and SIE. John is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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2
CT
02/01/2024 - Present
Manor Private Capital, LLC (NORWALK CT)
CT
05/24/2022 - 03/31/2023
MANOR PRIVATE CAPITAL, LLC (NORWALK CT)
NY
09/19/2014 - 05/26/2020
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (New York NY)
NY
05/17/2011 - 01/27/2014
KKR CAPITAL MARKETS LLC (NEW YORK NY)
MA
05/05/2001 - 04/03/2009
BLACKROCK INVESTMENTS, INC. (BOSTON MA)
NY
02/23/1988 - 02/14/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 05/10/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2022
Series 24 - General Securities Principal Examination
BC
Issued 03/13/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/13/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/20/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2014
Series 3 - National Commodity Futures Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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