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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 William Ryan is a financial advisor with over 40 years of experience in the industry. John is registered with Morgan Stanley in Stamford, Connecticut. John has a Series 7, Series 31, and Series 63 license. John holds the SIE, Series 65, and Series 31 exams, as well as the Series 7 exam. John has been registered with the Securities and Exchange Commission (SEC) since 1981. John has worked at Morgan Stanley since 2009. Prior to that, John worked at UBS Financial Services Inc. and Kidder, Peabody & Co. Incorporated. John provides financial planning, portfolio management, and pension consulting services to individuals, businesses, 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
CT
06/01/2009 - Present
Morgan Stanley (Stamford CT)
CT
01/23/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (STAMFORD CT)
CT
01/21/1988 - 02/11/2009
UBS FINANCIAL SERVICES INC. (STAMFORD CT)
NA
01/23/1985 - 01/29/1988
KIDDER, PEABODY & CO. INCORPORATED
NA
12/11/1981 - 01/21/1985
PRUDENTIAL-BACHE SECURITIES INC.
IA
Issued 07/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 11/21/1981
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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