Unclaimed
John Robert Tinsley is a financial advisor with over 25 years of experience in the financial services industry. John is currently registered as a registered representative with Morgan Stanley in Frederick, MD. Previously, John was with Citigroup Global Markets Inc. in Bethesda, MD and Legg Mason Wood Walker, Incorporated in Baltimore, MD. John holds the Series 7, Series 10, Series 9, Series 31, Series 65, and Series 66 securities licenses. John is also a licensed Investment Advisor in several states.
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
MD
04/02/2020 - Present
Morgan Stanley (Frederick MD)
MD
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BETHESDA MD)
MD
04/16/1998 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 05/15/2013
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/23/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/12/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/09/1998
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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