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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 Weldon Granger is a financial advisor with Morgan Stanley. John has been in the financial services industry since 2001. John has held previous positions at Citigroup Global Markets Inc. and UBS Financial Services Inc. John is registered with FINRA, and is licensed to provide securities and investment advice in several states. John has earned the Series 7, Series 31, and Series 66 licenses. John has a long history of serving clients of all types, including individuals, corporations, pension plans, and investment companies.
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
TX
06/01/2009 - Present
Morgan Stanley (Houston TX)
TX
02/29/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
TX
08/20/2001 - 03/12/2008
UBS FINANCIAL SERVICES INC. (HOUSTON TX)
BOTH
Issued 09/07/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/17/2001
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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