Unclaimed
John R Denton is a financial advisor with Morgan Stanley. John has been working in the financial services industry since 2004 and holds licenses in several states including Florida and Texas. John is a registered representative for both broker-dealer and investment advisor services and has been registered with Morgan Stanley since 2009. Before that, John was with Merrill Lynch, Pierce, Fenner & Smith Incorporated. John is also a partner with Cadenza Capital LLC, a real estate investment firm based in Palmetto, Florida. John's areas of expertise include financial planning, asset allocation advice, and portfolio management for individuals, businesses, and investment companies.
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
FL
06/01/2009 - Present
Morgan Stanley (Bradenton FL)
FL
08/22/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BRADENTON FL)
FL
08/26/2004 - 08/26/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BRADENTON FL)
BOTH
Issued 09/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 08/25/2004
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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