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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 Campbell is a financial advisor registered with Morgan Stanley. John has been in the industry since 1995. John has been with Morgan Stanley since 2017. John has experience in Financial Planning, Asset Allocation Advice, Pension Consulting, Portfolio Management and Investment Advisory Services. John has a Series 3, Series 7, Series 63, and Series 66. John has been a registered representative at multiple firms prior to working at Morgan Stanley.
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
CA
03/24/2017 - Present
Morgan Stanley (Menlo Park CA)
CA
03/20/2009 - 03/28/2017
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
WA
09/19/2003 - 04/01/2009
UBS FINANCIAL SERVICES INC. (SEATTLE WA)
NY
07/12/2002 - 09/30/2003
LEHMAN BROTHERS INC. (NEW YORK NY)
CA
12/07/2000 - 04/10/2002
STONE & YOUNGBERG LLC (SAN FRANCISCO CA)
NY
01/04/1995 - 09/08/1995
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
11/30/1989 - 06/10/1994
CS FIRST BOSTON CORPORATION (NEW YORK NY)
BOTH
Issued 05/23/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/17/1990
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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