Unclaimed
John L MacKey is a registered representative at Morgan Stanley. John is licensed to provide investment advice in multiple states, including Connecticut, Texas and Massachusetts. John has extensive experience in the financial industry, having been in the industry since 2022. John has a broad range of expertise in financial planning, portfolio management and asset allocation. John can assist clients with their investment needs, from individual investors to businesses. John's dedication to providing personalized financial guidance makes John a valuable resource for clients seeking to 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
MA
09/20/2023 - Present
Morgan Stanley (Boston MA)
BOTH
Issued 09/07/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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