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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey G Hochstetler is a financial advisor with Morgan Stanley. Jeffrey has been in the financial industry since September 13, 2010. Jeffrey is licensed in several states and has a wide range of experience in the financial industry. Jeffrey's current registrations include: Registered Representative (RA) with Morgan Stanley, Approved for the state of Arizona, Approved for the state of Ohio and Approved for the state of Texas. Jeffrey has worked at E*TRADE SECURITIES LLC and NEW ENGLAND SECURITIES.
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
AZ
03/07/2012 - Present
Morgan Stanley (GILBERT AZ)
OH
04/05/2023 - 09/05/2023
E*TRADE SECURITIES LLC (Columbus OH)
OH
08/02/2010 - 01/17/2012
NEW ENGLAND SECURITIES (COLUMBUS OH)
BOTH
Issued 07/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/15/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2010
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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