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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 T. Fiderer is a financial advisor with Morgan Stanley. Jason has been in the industry since 2017 and has a Series 7, Series 66, and SIE license. He is registered with the Securities and Exchange Commission (SEC) and is licensed in 53 states and the District of Columbia. Jason provides financial planning, investment advisory and portfolio management services for individuals, businesses, and investment companies. Before joining Morgan Stanley, Jason was a financial advisor at Hornor, Townsend & Kent, LLC. He was also an advisor at Stifel, Nicolaus & Company, Incorporated. Morgan Stanley is a global financial services firm that offers a wide range of investment products and services. The firm is headquartered in New York City and has offices around the world.
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
FL
05/11/2022 - Present
Morgan Stanley (Boca Raton FL)
FL
09/17/2021 - 02/02/2022
HORNOR, TOWNSEND & KENT, LLC (CORAL GABLES FL)
NY
05/24/2017 - 09/10/2021
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW YORK NY)
BOTH
Issued 11/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2017
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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