Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lon? Claim Your ProfileLon Hatton is a financial advisor with Ameriprise Financial Services, LLC. Lon has been a registered representative in the securities industry since 1982. Lon holds Series 7, 5, and 63 securities licenses, as well as a Series 65 Investment Advisor Representative license. Lon also holds the Certified Financial Planner designation. Lon has experience working at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Lon's specializations include retirement planning, investment management, education planning, insurance planning, and estate planning. Lon currently provides financial services from the Ameriprise office in Tampa, Florida.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
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2
FL
05/10/2019 - Present
Ameriprise Financial Services, LLC (TAMPA FL)
FL
06/01/2009 - 05/14/2019
MORGAN STANLEY (TAMPA FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (TAMPA FL)
FL
11/24/1982 - 04/02/2007
MORGAN STANLEY DW INC. (TAMPA FL)
IA
Issued 03/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1982
Series 5 - Interest Rate Options Examination
BC
Issued 11/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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