Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn D. Bunzel is an investment advisor representative with Morgan Stanley. John has been in the securities industry since 2004 and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). John holds Series 7 and Series 66 licenses and is also a Certified Financial Planner. Prior to joining Morgan Stanley, John worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. John is a member of the Writers Guild of America and has served on the boards of directors of the Henderson-Norwester Camp and the Shakespeare Center of Los Angeles. John has been an investment advisor for over 19 years and has extensive experience in portfolio management, financial planning, and investment advisory services. John has a strong understanding of the financial markets and is committed to providing his clients with the best possible investment advice.
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
11/22/2022 - Present
Morgan Stanley (Beverly Hills CA)
CA
02/13/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BEVERLY HILLS CA)
CA
07/02/2004 - 02/19/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEVERLY HILLS CA)
BOTH
Issued 07/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure John Bunzel is the right advisor for you? Invested Better is here to help.
