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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 David Naslund is a financial advisor with over 40 years of experience in the industry. He is currently registered with Morgan Stanley in Wayzata, Minnesota and has been with the firm since 2009. Before joining Morgan Stanley, John David was with Citigroup Global Markets Inc. John David is a Series 7, 8, 31, and 63 licensed professional and holds a SIE designation. He is licensed in 52 states and the District of Columbia as a broker-dealer and in 2 states as an investment advisor representative. John David specializes in investment management for individuals, businesses, investment companies, and high-net-worth individuals. He also provides financial planning services, asset allocation advice, and educational seminars.
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
MN
02/11/2014 - Present
Morgan Stanley (Wayzata MN)
MN
12/28/1981 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MINNEAPOLIS MN)
BC
Issued 12/31/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 12/19/1981
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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