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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 Stephen Desing is an Investment Advisor Representative with Morgan Stanley. John has been in the securities industry for over 20 years. He has a wide range of experience, including working with high-net-worth individuals, corporations, and institutional clients. John is also a member of the Investment Committee at Dominican High School in Whitefish Bay, Wisconsin. John specializes in providing financial planning, portfolio management, and asset allocation advice to clients. John holds a Series 7, Series 63, and Series 66 license. John previously worked at M&I Brokerage Services, Inc. and Elan Investment Services, Inc.
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
WI
06/03/2016 - Present
Morgan Stanley (Milwaukee WI)
WI
03/31/1994 - 04/02/2004
M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)
NJ
03/20/1991 - 01/14/1994
ELAN INVESTMENT SERVICES, INC. (MORRIS PLAINS NJ)
BOTH
Issued 06/03/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/12/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2016
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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