Unclaimed
John S. Guirguis is a financial advisor registered with Morgan Stanley. John has been a registered representative in the securities industry since 2021. John has passed the Series 7TO, SIE and Series 66 examinations. John is registered to provide investment advice in 53 states and is also a registered investment advisor in Florida and Texas. John has a background in the financial services industry and has held previous roles at E*TRADE SECURITIES LLC and JPMorgan Chase & Co. Morgan Stanley is a leading financial services firm offering a wide range of investment products and services to individuals, institutions, and corporations.
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
03/09/2022 - Present
Morgan Stanley (Tampa FL)
FL
10/04/2022 - 09/05/2023
E*TRADE SECURITIES LLC (Temple Terrace FL)
BOTH
Issued 02/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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