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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 Lechner is an active investment advisor representative at Morgan Stanley. John has been in the industry since 1981 and has a wealth of experience in the financial services industry. John is registered in 46 states and the District of Columbia and holds multiple licenses and certifications, including Series 7, 79TO, 31, 63 and 65. John has previously worked at Deutsche Bank Securities Inc., DB Alex. Brown LLC, Alex. Brown & Sons Incorporated and Kidder, Peabody & Co. Incorporated.
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
06/01/2009 - Present
Morgan Stanley (Boston MA)
MA
01/16/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BOSTON MA)
MA
01/13/2001 - 02/12/2009
DEUTSCHE BANK SECURITIES INC. (BOSTON MA)
MD
09/01/1997 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
06/10/1985 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
NA
04/13/1981 - 07/26/1985
KIDDER, PEABODY & CO. INCORPORATED
IA
Issued 02/24/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 04/11/1981
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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