Unclaimed
John Alan Fuerstenberg is an investment advisor representative with Morgan Stanley and has been in the industry since 1985. John has experience with a variety of financial products and services, including portfolio management, financial planning, and pension consulting. John is registered with the following securities authorities: FINRA, and the states of Arizona, Arkansas, California, District of Columbia, Georgia, Illinois, Indiana, Maryland, Michigan, New York, Ohio, Pennsylvania, Texas, Vermont, and Wisconsin. John was previously associated with Commonwealth Financial Network, Wells Fargo Advisors Financial Network, LLC, Morgan Stanley DW INC, and Birkelbach Investment Securities, INC.
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
CA
05/19/2023 - Present
Morgan Stanley (Los Angeles CA)
IL
09/07/2011 - 12/31/2015
COMMONWEALTH FINANCIAL NETWORK (DOWNERS GROVE IL)
IL
08/09/2005 - 09/08/2011
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (DOWNERS GROVE IL)
NY
11/21/1989 - 08/12/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IL
06/24/1987 - 11/28/1989
BIRKELBACH INVESTMENT SECURITIES, INC. (CHICAGO IL)
NA
09/05/1985 - 05/26/1987
FIRST INVESTORS CORPORATION
IA
Issued 08/15/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
BC
Issued 09/04/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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