Unclaimed
Allison Hanna is a registered representative with NBC Securities, Inc. and is licensed in California, Florida, Oregon and West Virginia. She holds Series 7, Series 63 and Series 65 licenses. Allison has been working in the financial services industry since February 2013. She previously worked at JHS Capital Advisors, LLC.
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.
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
FL
11/03/2023 - Present
NBC Securities, Inc. (WELLINGTON FL)
FL
02/22/2013 - 07/10/2015
JHS CAPITAL ADVISORS, LLC (TAMPA FL)
IA
Issued 02/22/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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