Unclaimed
Edward Hahn is a registered representative with Calton & Associates, Inc. with over 50 years of experience in the financial industry. Based in Tampa, FL, Edward Hahn has been registered with the firm since 2017. Previously, Edward Hahn was employed by Freedom Investors Corp., EZ Stocks, Inc., Liss Financial Services, Principal Financial Securities, Inc., Hamilton Investments, Inc., Prudential Securities Incorporated, and Smith Barney, Harris Upham & Co., Incorporated. Edward Hahn is a licensed securities professional holding Series 6, 7, 99, SIE, and PC licenses. Edward Hahn's investment focus includes portfolio management, financial planning, and pension consulting.
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.
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.
1
2
FL
07/14/2017 - Present
Calton & Associates, Inc. (TAMPA FL)
WI
01/02/2008 - 07/14/2017
FREEDOM INVESTORS CORP. (BROOKFIELD WI)
WI
11/24/2000 - 12/31/2007
EZ STOCKS, INC. (BROOKFIELD WI)
WI
05/09/1997 - 11/28/2000
LISS FINANCIAL SERVICES (MILWAUKEE WI)
TX
09/01/1994 - 05/16/1997
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
NA
03/12/1992 - 09/01/1994
HAMILTON INVESTMENTS, INC.
NY
11/10/1972 - 02/20/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
11/14/1972 - 05/23/1979
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
BC
Issued 01/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1992
PC - AMEX Put and Call Exam
BC
Issued 11/10/1972
Series 000 - General Securities Principal Examination
BC
Issued 11/10/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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