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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 Page O'Connor is a financial advisor currently registered with Morgan Stanley in Pepper Pike, Ohio. John is a veteran financial professional with experience in the industry since 2015. John holds a Series 66, Series 7 and SIE licenses and is licensed to practice in 30 states. John's previous employment history includes roles with Morgan Stanley Distribution, Inc. in New York and Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stamford, Connecticut. John is a specialist in asset allocation advice, financial planning, pension consulting, and educational seminars. John's practice primarily serves high-net-worth individuals, charitable organizations, insurance companies, investment companies, pension and profit-sharing plans, corporations and other businesses, and state or municipal government entities.
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
OH
04/02/2020 - Present
Morgan Stanley (Pepper Pike OH)
NY
11/20/2015 - 07/15/2019
MORGAN STANLEY DISTRIBUTION, INC. (NEW YORK NY)
CT
02/05/2015 - 11/24/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STAMFORD CT)
BOTH
Issued 04/11/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2015
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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