Unclaimed
Craig Hahnlen is an investment advisor representative with Guardian Asset Advisors, LLC, based in Mechanicsburg, PA. Craig has been in the financial industry since 2003 and has held previous positions at Securities America, Inc., National Planning Corporation, Walnut Street Securities, Inc., and Nathan & Lewis Securities, Inc. Craig is registered with the state of Pennsylvania and Texas as an investment advisor representative.
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.
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
PA
07/01/2021 - Present
Guardian Asset Advisors, LLC (MECHANICSBURG PA)
PA
10/19/2017 - 06/14/2024
SECURITIES AMERICA, INC. (MECHANICSBURG PA)
PA
08/26/2004 - 10/23/2017
NATIONAL PLANNING CORPORATION (HERSHEY PA)
CA
08/01/2003 - 08/26/2004
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
05/05/2003 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
IA
Issued 01/10/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2014
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/21/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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