Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ayman? Claim Your ProfileAyman Hanna is a financial advisor with over 27 years of experience in the financial services industry. Ayman Hanna is currently registered with Morgan Stanley. Previously, Ayman Hanna was registered with WELLS FARGO CLEARING SERVICES, LLC and FIRST UNION BROKERAGE SERVICES, INC. Ayman Hanna is a Series 7, 24, 63 and 65 licensed financial advisor. Ayman Hanna offers a variety of financial services including investment advisory, portfolio management, financial planning, and pension consulting. Ayman Hanna serves a variety of clients including high-net-worth individuals, corporations, and institutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
06/03/2021 - Present
Morgan Stanley (Miami FL)
FL
10/01/2000 - 06/04/2021
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
NC
05/25/1995 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 04/13/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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