Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hana? Claim Your ProfileHana Pinard is a financial advisor with over 30 years of experience in the financial services industry. Hana currently works at Innovation Partners LLC where she has been a registered representative since May 2014. Prior to that, Hana has worked at other firms including TRANSAMERICA FINANCIAL ADVISORS, INC., WOODSTOCK FINANCIAL GROUP, INC., AMERITAS INVESTMENT CORP., ING FINANCIAL PARTNERS, INC., LOCUST STREET SECURITIES, INC., INTERSECURITIES, INC., PORTFOLIO ASSET MGT/USA FINANCIAL GROUP INC., MUTUAL SERVICE CORPORATION, LOWRY FINANCIAL SERVICES CORPORATION and R. G. DICKINSON & CO. Hana holds a Series 6, Series 22, Series 62, Series 63 and SIE licenses.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
NC
05/05/2014 - Present
Innovation Partners LLC (CHARLOTTE NC)
TX
11/16/2011 - 12/31/2013
TRANSAMERICA FINANCIAL ADVISORS, INC (SHOREACRES TX)
TX
01/03/2006 - 11/13/2009
WOODSTOCK FINANCIAL GROUP, INC. (SHOREACRES TX)
NE
01/05/2005 - 09/22/2005
AMERITAS INVESTMENT CORP. (LINCOLN NE)
CT
01/01/2004 - 06/30/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
IA
03/07/2002 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
FL
11/02/1993 - 03/04/2002
INTERSECURITIES, INC. (ST. PETERSBURG FL)
TX
06/29/1990 - 11/01/1993
PORTFOLIO ASSET MGT/USA FINANCIAL GROUP INC. (EL PASO TX)
MA
03/31/1989 - 10/04/1989
MUTUAL SERVICE CORPORATION (BOSTON MA)
FL
03/10/1989 - 03/31/1989
LOWRY FINANCIAL SERVICES CORPORATION (NORTH PALM BEACH FL)
IA
10/10/1988 - 01/30/1989
R. G. DICKINSON & CO. (DES MOINES IA)
NJ
09/22/1987 - 10/19/1988
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 09/21/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/1998
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 12/28/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/21/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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