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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 Voltaggio is a financial advisor with Morgan Stanley. John has been a financial advisor for over 20 years and has a diverse background in the financial services industry. John is licensed to provide investment advisory services in 38 states and has extensive experience in portfolio management for businesses, individuals, and investment companies. John is committed to providing clients with personalized financial planning and investment advice to help 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
NY
01/05/2022 - Present
Morgan Stanley (New York NY)
NY
12/11/1998 - 08/31/2001
UST FINANCIAL SERVICES CORP. (NEW YORK NY)
NY
08/25/1997 - 07/15/1998
UST FINANCIAL SERVICES CORP. (NEW YORK NY)
BOTH
Issued 12/06/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/09/2021
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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