Unclaimed
John James Peirano is a financial advisor with Morgan Stanley. John has been in the financial services industry for over 24 years. John is a Certified Financial Planner and holds a Series 7, 3, 10, 9, 63 and 65 license. John specializes in providing investment advice and financial planning services to individuals, families, businesses, and institutions. John’s previous employment was with CITIGROUP GLOBAL MARKETS INC. for 10 years. John is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). John’s practice is focused on helping clients achieve their financial goals through a variety of strategies. John is committed to providing clients with the highest level of service and personalized attention.
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
05/18/2020 - Present
Morgan Stanley (Garden City NY)
NY
12/08/1998 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 04/12/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/26/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2000
Series 3 - National Commodity Futures Examination
BC
Issued 12/03/1998
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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