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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 Michael Geelan is an active investment advisor representative with Morgan Stanley. John has been in the financial services industry since 1985. He has been associated with Morgan Stanley since June 2009, and is also registered as an investment advisor representative with Morgan Stanley Private Bank, National Association. Prior to joining Morgan Stanley, John was an employee of CITIGROUP GLOBAL MARKETS INC, Lehman Brothers Inc and SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED. John holds several licenses and certifications, including Series 7, Series 63 and Series 65. He has a total of 52 active registrations with states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin and Wyoming. John specializes in investment advisory services and provides financial planning, portfolio management for businesses, individuals and investment companies, pension consulting and educational seminars. He is also involved in other business activities outside of Morgan Stanley.
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
MN
10/27/2016 - Present
Morgan Stanley (Wayzata MN)
MN
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MINNEAPOLIS MN)
NY
04/03/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
04/20/1989 - 04/07/1992
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
08/09/1985 - 05/02/1989
DREXEL BURNHAM LAMBERT INCORPORATED
NA
02/21/1985 - 07/19/1985
SUMMIT INVESTMENT CORPORATION
IA
Issued 06/08/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1985
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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