Unclaimed
Michael Hittner is a financial advisor with Fidelity Personal AND Workplace Advisors. Michael has been in the financial services industry for 21 years, and he has a broad range of experience providing financial advice to individuals, families, and businesses. Michael has held previous roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, PNC INVESTMENTS, BANC OF AMERICA INVESTMENT SERVICES, INC., FIRST MONTAUK SECURITIES CORP., and LADENBURG CAPITAL MANAGEMENT INC. Michael holds the Series 3, 7, 31, 63, and 65 licenses. Michael is committed to helping clients achieve their financial goals through a personalized and tailored approach.
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.
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.
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.
1
2
NJ
01/11/2024 - Present
Fidelity Personal AND Workplace Advisors (BRIDGEWATER NJ)
NJ
11/05/2010 - 07/29/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NJ
06/02/2009 - 10/13/2010
PNC INVESTMENTS (FRANKLIN NJ)
NJ
11/14/2006 - 06/01/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (EAST BRUNSWICK NJ)
NJ
11/01/2002 - 10/18/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BRIDGEWATER NJ)
NJ
07/22/2002 - 10/11/2002
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
NY
04/10/2002 - 07/17/2002
LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)
IA
Issued 06/09/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/09/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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