Unclaimed
Cyrus Knowlton Hanks is an investment advisor representative and a Registered Representative with Fidelity Personal and Workplace Advisors. Cyrus Hanks has worked in the financial services industry since 2006. Prior to joining Fidelity Personal and Workplace Advisors, Cyrus Hanks was employed by Wells Fargo Advisors, LLC. Cyrus Hanks is registered with the states of Massachusetts, Texas and Utah. Cyrus Hanks holds the Series 6, Series 7, Series 10, Series 63, and Series 65 licenses. Cyrus Hanks is also registered with FINRA.
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.
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.
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
UT
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
UT
07/22/2014 - 09/15/2015
WELLS FARGO ADVISORS, LLC (SALT LAKE CITY UT)
UT
04/25/2013 - 05/13/2014
MORGAN STANLEY (SOUTH JORDAN UT)
UT
01/11/2011 - 03/19/2013
WELLS FARGO ADVISORS, LLC (SALT LAKE CITY UT)
UT
09/10/2009 - 01/05/2011
E*TRADE SECURITIES LLC (SANDY UT)
UT
01/01/2008 - 02/10/2009
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
UT
08/17/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)
IA
Issued 05/13/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/09/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/16/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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