Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Joseph Masington is an investment professional with over 39 years of experience in the financial services industry. John has worked at Wells Fargo Clearing Services, LLC since November 2016. Previously, John was with Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. John holds the Series 3, 7, 9, 10, 31, and 63 securities licenses, and the Series 65 investment advisor license. John is registered to provide investment advice in several states including Pennsylvania, Texas, and others. John's specializations include investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management. John's clients include individuals, corporations, charitable organizations, and pension plans.
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.
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.
Investment consulting services to institutional clients
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.
1
2
PA
11/17/2016 - Present
Wells Fargo Clearing Services, LLC (WAYNE PA)
PA
06/01/2009 - 07/23/2010
MORGAN STANLEY SMITH BARNEY (WAYNE PA)
PA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WAYNE PA)
PA
02/10/1994 - 04/02/2007
MORGAN STANLEY DW INC. (WAYNE PA)
NY
06/24/1983 - 02/18/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 12/11/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1983
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 10/29/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure John Masington is the right advisor for you? Invested Better is here to help.
