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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 Xavier Magnesio is a financial advisor with over 30 years of experience in the industry. Currently, John is a registered representative with Morgan Stanley, and specializes in providing financial planning and investment advice. John has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Previously, John worked with UBS Financial Services Inc., Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
10/07/2022 - Present
Morgan Stanley (Greenwich CT)
CT
11/28/2008 - 10/18/2022
UBS FINANCIAL SERVICES INC. (STAMFORD CT)
NY
04/02/2007 - 12/01/2008
MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)
NY
10/08/2004 - 04/02/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
07/10/1995 - 10/25/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NA
09/24/1984 - 03/02/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 03/14/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 09/15/1984
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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