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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn A. Sichenze has been a registered financial advisor since 1990 and is currently employed by Morgan Stanley. John holds several securities licenses including Series 7, Series 10, and Series 65. John has been with Morgan Stanley since 2009 and previously worked with MORGAN STANLEY & CO. INCORPORATED and MORGAN STANLEY DW INC.. John has experience working with clients in the insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth categories.
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
VA
06/01/2009 - Present
Morgan Stanley (WINCHESTER VA)
VA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WINCHESTER VA)
VA
11/02/1990 - 04/02/2007
MORGAN STANLEY DW INC. (WINCHESTER VA)
IA
Issued 02/18/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/06/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 10/31/1990
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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