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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 McCleery is a financial advisor with Morgan Stanley. John has been in the industry since October 1998, and is registered with the state of New York as an investment advisor representative. John is also registered with the state of Texas as a broker. The firm has a long history of providing financial advice to individuals, businesses, and institutions, and John is committed to providing his clients with the same high level of service. John works primarily with individuals and provides financial planning, portfolio management, asset allocation advice and educational seminars to clients.
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
NY
04/29/2016 - Present
Morgan Stanley (Melville NY)
NY
10/14/1998 - 05/04/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MELVILLE NY)
BOTH
Issued 10/29/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/20/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 10/06/1998
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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