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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 Chamberlain Reed IV is a financial advisor with Morgan Stanley. John has been in the industry since December 1994. John is registered to provide investment advice in 53 states and the District of Columbia, as well as provide brokerage services in all states. John is also registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Previously, John was an advisor at Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. John has earned the Series 3, 7, 9, 10, 31, 63, 65, 79, and SIE licenses. John is also a graduate of the University of Texas at Austin. John specializes in investment banking, asset allocation, and financial planning.
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
TX
06/01/2009 - Present
Morgan Stanley (Houston TX)
TX
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (HOUSTON TX)
TX
12/16/1994 - 04/02/2007
MORGAN STANLEY DW INC. (HOUSTON TX)
IA
Issued 08/16/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/03/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2003
Series 3 - National Commodity Futures Examination
BC
Issued 08/24/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 12/15/1994
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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