Unclaimed
Andrew Hahn is a financial advisor currently working with Wells Fargo Advisors Financial Network, LLC. Andrew has been in the financial services industry since April 24, 2003. Andrew specializes in portfolio management for individuals and businesses, financial planning and pension consulting. Andrew holds the Series 66, Series 7 and SIE licenses. Andrew is also a Certified Financial Planner.
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.
Investment consulting services to institutional clients
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.
1
2
MD
07/10/2020 - Present
Wells Fargo Advisors Financial Network, LLC (BETHESDA MD)
MD
10/26/2007 - 07/13/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TOWSON MD)
MD
04/25/2003 - 11/05/2007
UBS FINANCIAL SERVICES INC. (HUNT VALLEY MD)
BOTH
Issued 05/14/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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