Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hana? Claim Your ProfileHana Kurtz Ferrari is a financial advisor at UBS Financial Services Inc., a firm with over $50 billion in assets under management. Hana has been working in the financial services industry since 2019 and has a wide range of experience in investment banking, securities, and financial planning. Hana is registered to provide investment advice in all 50 states and the District of Columbia. Hana earned a degree from the College of the Holy Cross. Hana is dedicated to helping her clients achieve their financial goals.
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.
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.
See schedule d - miscellaneous
1
2
MA
06/16/2023 - Present
UBS Financial Services Inc. (BOSTON MA)
MA
08/16/2021 - 06/06/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (BOSTON MA)
NY
08/29/2019 - 08/17/2021
BNP PARIBAS SECURITIES CORP. (NEW YORK NY)
BOTH
Issued 07/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/29/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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