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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 Marlon Doumite is a financial advisor with Morgan Stanley. John has over 20 years of experience in the financial services industry. He has held licenses in multiple states and has earned the Series 66, Series 7, and SIE licenses. His expertise includes asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals, businesses, and investment companies. John has worked for a number of firms throughout his career, including Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Legg Mason Wood Walker, 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
LA
07/24/2015 - Present
Morgan Stanley (Lake Charles LA)
LA
05/28/2009 - 07/16/2009
CITIGROUP GLOBAL MARKETS INC. (LAKE CHARLES LA)
LA
09/01/2005 - 05/29/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAKE CHARLES LA)
MD
10/11/2001 - 09/13/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 11/28/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2001
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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