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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 Norman Alekna is an investment advisor representative currently registered with Morgan Stanley. John has been working in the financial services industry since 1995 and has a broad range of experience in various investment products and services. John is a Series 7, Series 31, and Series 63 and 65 licensed financial professional and is qualified to provide investment advice and securities brokerage services. John has worked for both Morgan Stanley and Citigroup Global Markets Inc., and has a strong understanding of the financial services industry. John is registered with the Securities and Exchange Commission and is a member of the Financial Industry Regulatory Authority (FINRA).
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
05/12/2020 - Present
Morgan Stanley (Wellesley MA)
MA
08/18/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WALTHAM MA)
NY
04/11/1995 - 08/23/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/12/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/10/1995
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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