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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Johnny? Claim Your ProfileJohnny Carlisle is an investment advisor representative with Morgan Stanley. Johnny has been in the securities industry since February 2017. Johnny holds a Series 7, Series 66 and SIE license. Johnny is registered with FINRA and licensed in 34 states. Johnny has been a licensed advisor in Nebraska since June 2022. Johnny has been with Morgan Stanley since June 2022 and previously worked for Edward Jones. Johnny’s current office is located at 13625 California Street, Suite 400, Omaha, NE 68154.
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
NE
06/24/2022 - Present
Morgan Stanley (Omaha NE)
NE
02/09/2017 - 06/27/2022
EDWARD JONES (OMAHA NE)
BOTH
Issued 04/04/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2017
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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