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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 Berkery is a financial advisor with Morgan Stanley. John has been in the industry since 2009. John holds Series 7, 7TO, 63 and 66 licenses. John has been registered in the state of Rhode Island since 2022. John is also registered as an Investment Advisor Representative in Rhode Island and Texas. Previously, John worked at Quick & Reilly, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. John has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, investment companies, insurance companies, and banking or thrift institutions. John's office is located at One Financial Plaza, Providence, RI.
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
RI
04/27/2022 - Present
Morgan Stanley (Providence RI)
NY
07/16/2002 - 01/29/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
06/08/1992 - 07/19/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 04/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/24/2021
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/1992
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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