Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Andrew Hann is a financial advisor with over 9 years of experience in the financial services industry. Brent is a Registered Representative (Series 7, Series 6, Series 63) and Investment Advisor Representative (Series 65). Brent is currently affiliated with &partners. Brent has a diverse background in financial services, having previously worked with a variety of firms including Linden Thomas and Company Securities, LLC, The Leaders Group, Inc., and AXA Distributors, LLC. Brent has experience working with individuals, families, corporations, and trusts. Brent specializes in portfolio management, financial planning, and investment advisory services.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
MO
10/11/2024 - Present
&partners (Clayton MO)
NC
12/09/2020 - 07/07/2021
LINDEN THOMAS AND COMPANY SECURITIES, LLC (CHARLOTTE NC)
CO
09/20/2018 - 12/11/2020
THE LEADERS GROUP, INC. (LITTLETON CO)
NC
01/01/2017 - 08/17/2018
AXA DISTRIBUTORS, LLC (Charlotte NC)
BC
Issued 01/17/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/22/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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