Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Birkner is a financial advisor at Morgan Stanley. John has been in the financial services industry since 1991. John has been with Morgan Stanley since 2009. Prior to that, John worked for Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. John also worked for Citigroup Global Markets Inc. and Lehman Brothers Inc. John is registered with the Financial Industry Regulatory Authority (FINRA) and holds a Series 7, Series 63 and SIE license. John also is registered in Arizona, Arkansas, California, Colorado, Connecticut, Florida, Hawaii, Indiana, Kansas, Louisiana, Nevada, New Hampshire, New Jersey, New York, Oklahoma, South Carolina, Tennessee, Texas and Washington. John specializes in providing financial planning, asset allocation advice, pension consulting and portfolio management for individuals, businesses and investment companies.
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
Morgan Stanley (Dallas TX)
TX
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (DALLAS TX)
TX
10/28/2005 - 04/02/2007
MORGAN STANLEY DW INC. (DALLAS TX)
NY
07/31/1993 - 11/07/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
12/12/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 12/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1991
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 Birkner is the right advisor for you? Invested Better is here to help.
