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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 Dannies has been in the financial services industry since 1983. John is currently a registered representative of Morgan Stanley and has been with the firm since June 2009. John holds the Series 7, Series 63, and Series 65 licenses. Prior to joining Morgan Stanley, John was a registered representative of CITIGROUP GLOBAL MARKETS INC. from July 1993 to June 2009 and LEHMAN BROTHERS INC. from April 1988 to July 1993. John is also a member of the board of directors and Investment Committee for Hunger Free Vermont.
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
VT
06/01/2009 - Present
Morgan Stanley (Colchester VT)
VT
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BURLINGTON VT)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
06/22/1983 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 04/18/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1983
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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