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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 over 28 years of experience in the financial services industry. John Chamberlain Reed IV has been registered with Morgan Stanley since June 2009 and is currently active in both Broker-Dealer and Investment Advisor capacities. Previously, John Chamberlain Reed IV was employed with Morgan Stanley & Co. Incorporated from April 2007 to June 2009 and with Morgan Stanley DW Inc. from December 1994 to April 2007. John Chamberlain Reed IV is a Series 7, 9, 10, 31, 63, 65, 79TO, and SIE licensed professional. John Chamberlain Reed IV currently holds registrations in 53 states for Broker-Dealer and Investment Advisor activities. The main office of John Chamberlain Reed IV's current employer, Morgan Stanley, is located in Purchase, NY. Morgan Stanley manages approximately $10 billion - $50 billion in client assets and has approximately 335385 clients. Morgan Stanley provides advisory services for individuals, investment companies, businesses, and pensions.
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
Wealthpenn.comllc (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 8/16/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/3/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/3/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2003
Series 3 - National Commodity Futures Examination
BC
Issued 8/24/1995
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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