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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 Eric Valentine is a financial advisor with Morgan Stanley, a firm managing over $1.4 trillion in assets under management. John has been in the financial services industry for over 30 years, and has a broad range of experience serving individuals and businesses. John is also registered as an Investment Advisor Representative in Oregon and Texas. His firm provides financial planning, portfolio management, and investment advice to clients of all sizes. John is committed to providing his clients with personalized service and helping them achieve their financial goals.
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
OR
05/21/2020 - Present
Morgan Stanley (Lake Oswego OR)
OR
04/13/2015 - 10/25/2016
KEYBANC CAPITAL MARKETS INC. (PORTLAND OR)
OR
07/16/1999 - 04/13/2015
PACIFIC CREST SECURITIES LLC (PORTLAND OR)
OR
12/06/1991 - 06/17/1999
BLACK & COMPANY, INC. (PORTLAND OR)
NA
05/23/1989 - 12/03/1991
LIVINGSTON SECURITIES, INC.
BOTH
Issued 11/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1989
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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