Jeffrey W. Hartman

Jeffrey W. Hartman Email and Phone Number

First Vice President, Financial Planning Specialist, Financial Advisor at Morgan Stanley @
Jeffrey W. Hartman's Location
New York City Metropolitan Area, United States
Jeffrey W. Hartman's Contact Details

Jeffrey W. Hartman work email

Jeffrey W. Hartman personal email

n/a

Jeffrey W. Hartman phone numbers

About Jeffrey W. Hartman

I have been employed as a financial advisor since 1981. My career started with a small brokerage firm before joining Merrill Lynch in 1982. Seven years later, in 1989, I moved to Morgan Stanley. My experience includes, but is not limited to the following areas:• Stocks• Bonds• Options• Mutual Funds• Retirement Planning• Generation Wealth Planning• Consulting Group Advisor In 2005 I completed the exam to become a Registered Investment Advisor Agent.My overall objective is to design investment plans that are tailored to fit each client’s individual needs using fixed income, equities, and Mutual Funds.Morgan Stanley, through its affiliates, provides me with research reports and I have access to independent research reports to give multiple views on all companies and industries. Through Morgan Stanley, I have access to a wide range of independent investments.Education, Career Development, & Continuing Education• Degree in Finance from Pennsylvania State University• Series 7, 63, 65, 3 & 9 & NMLS#: 1285363• Insurance License: Life, Health & Annuity• FPS – Financial Planning Specialist• Smith Barney Leadership DevelopmentNMLS#: 1285363

Jeffrey W. Hartman's Current Company Details
Morgan Stanley

Morgan Stanley

First Vice President, Financial Planning Specialist, Financial Advisor at Morgan Stanley
Jeffrey W. Hartman Work Experience Details
  • Morgan Stanley
    First Vice President, Financial Planning Specialist, Financial Advisor
    Morgan Stanley Mar 1989 - Present
    Paramus, Nj
    Morgan Stanley Smith Barney LLC (“MSSB”), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. Statements and messages for US residents only and subject to the following terms; http://www.ms.com/disclaimers/mssbemail.html The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.Morgan Stanley and its Financial Advisors do not provide tax or legal advice. Individuals should seek advice based on their particular circumstances from an independent tax advisor.

Jeffrey W. Hartman Education Details

  • Penn State University
    Penn State University
    Smeal College Of Business

Frequently Asked Questions about Jeffrey W. Hartman

What company does Jeffrey W. Hartman work for?

Jeffrey W. Hartman works for Morgan Stanley

What is Jeffrey W. Hartman's role at the current company?

Jeffrey W. Hartman's current role is First Vice President, Financial Planning Specialist, Financial Advisor at Morgan Stanley.

What is Jeffrey W. Hartman's email address?

Jeffrey W. Hartman's email address is je****@****ley.com

What is Jeffrey W. Hartman's direct phone number?

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What schools did Jeffrey W. Hartman attend?

Jeffrey W. Hartman attended Penn State University.

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Jeffrey W. Hartman has interest in Mud Runs, Weight Training, Physical Fitness, Hiking, Cardio Training, Fishing.

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