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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 Delahaye is an investment advisor representative with Morgan Stanley. John has been in the financial industry since 1977 and has worked for several firms including Raymond James & Associates, Inc., Morgan Stanley, Citigroup Global Markets Inc., Lehman Brothers Inc. and E.F. Hutton & Company Inc. John holds licenses in multiple states, including California and Texas, and has passed the Series 63, 65, 7, 9, 10, 52, 53, and 24 examinations. John's specializations include asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, individuals, and investment companies. John's firm, Morgan Stanley, is a large financial services firm with approximately $10 billion to $50 billion in assets under management.
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
07/25/2022 - Present
Morgan Stanley (Orinda CA)
CA
12/11/2015 - 07/21/2022
RAYMOND JAMES & ASSOCIATES, INC. (WALNUT CREEK CA)
CA
06/01/2009 - 12/16/2015
MORGAN STANLEY (SAN FRANCISCO CA)
CA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BERKELEY CA)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
08/26/1977 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 05/07/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/07/1988
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/28/1988
Series 24 - General Securities Principal Examination
BC
Issued 08/03/1984
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1995
Series 5 - Interest Rate Options Examination
BC
Issued 08/20/1977
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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