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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Hitchman is an investment advisor representative with Morgan Stanley. Jason has been in the securities industry since 2005 and holds the Series 63, 65, 66, and 7 licenses as well as the SIE exam. He has previously worked at Hefren-Tillotson, Inc. and UVEST Financial Services Group, Inc. Jason currently holds registrations in multiple states. Jason's professional experience includes a focus on asset allocation advice, financial planning, pension consulting, and educational seminars.
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
PA
11/27/2023 - Present
Morgan Stanley (GREENSBURG PA)
PA
04/02/2012 - 07/08/2022
HEFREN-TILLOTSON, INC. (GREENSBURG PA)
PA
05/05/2005 - 07/21/2006
UVEST FINANCIAL SERVICES GROUP, INC. (INDIANA PA)
BOTH
Issued 05/23/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/17/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2012
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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