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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jia? Claim Your ProfileJia Petit is a financial advisor with Morgan Stanley. Jia Petit is licensed in 15 states and registered with FINRA. Jia Petit has experience working with clients in several industries, including corporations, individuals, investment companies, pension and profit sharing plans, charitable organizations, and insurance companies. Jia Petit has been a financial advisor for over 5 years, with prior experience at PRUCO SECURITIES, LLC., Northeast University, and Quick Promotions, Inc. Jia Petit also has a background in education, having worked at Educationlink.LLC. Jia Petit is able to offer a variety of financial services, including financial planning, asset allocation advice, pension consulting, selection of other advisors, portfolio management for individuals, businesses, and investment companies, 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
MA
02/29/2024 - Present
Morgan Stanley (Boston MA)
NH
05/28/2021 - 01/07/2022
PRUCO SECURITIES, LLC. (Bedford NH)
BOTH
Issued 12/11/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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