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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 Cary Eggleston is a financial advisor at Morgan Stanley and has been in the industry since 1977. John has a broad range of experience, having worked at Kidder, Peabody & Co. Incorporated, Lehman Brothers Inc., Morgan Stanley DW Inc., and Morgan Stanley & Co. Incorporated. John is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to sell securities in 23 states and the District of Columbia. John's specialties include asset allocation advice, financial planning, portfolio management for individuals, businesses, and investment companies, and pension consulting. John is committed to providing his 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.
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
NJ
06/21/2011 - Present
Morgan Stanley (Paramus NJ)
NJ
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RIDGEWOOD NJ)
NJ
03/13/1997 - 04/02/2007
MORGAN STANLEY DW INC. (RIDGEWOOD NJ)
NY
10/04/1994 - 03/14/1997
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
05/19/1978 - 10/06/1994
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
04/01/1977 - 05/19/1978
KIDDER, PEABODY & CO., INCORPORATED
IA
Issued 02/01/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1986
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 02/26/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1985
Series 3 - National Commodity Futures Examination
BC
Issued 08/15/1977
PC - AMEX Put and Call Exam
BC
Issued 03/19/1977
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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