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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 Walter Cary is a registered representative with Morgan Stanley. John is a seasoned financial professional with over 40 years of experience in the financial services industry. He specializes in providing investment advice and portfolio management services to individuals, businesses, and institutions. John holds a variety of licenses and designations, including Series 7, Series 9, Series 10, and Series 63. He is also a registered investment advisor in Oklahoma and Texas. Prior to joining Morgan Stanley, John was a registered representative with Citigroup Global Markets Inc. and PaineWebber Incorporated. He has a deep understanding of the financial markets and a strong track record of success in helping clients achieve their financial goals.
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
OK
03/19/2020 - Present
Morgan Stanley (Tulsa OK)
OK
05/14/1990 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TULSA OK)
NJ
06/15/1987 - 05/17/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
01/10/1983 - 07/21/1987
ROTAN MOSLE INC.
NA
10/01/1979 - 01/18/1983
E. F. HUTTON & COMPANY INC
BC
Issued 11/01/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/25/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1979
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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