Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hanna? Claim Your ProfileHanna Dolegowska is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Hanna has been in the industry since 2005 and has a Series 7, Series 63, and Series 65 license. Hanna is registered to provide investment advice in 28 states and the District of Columbia. Before joining Merrill Lynch, Pierce, Fenner & Smith Inc., Hanna worked at Wachovia Securities, LLC in Raleigh, North Carolina. Hanna is a limited partner in Atrium Hotel, a for-profit organization. Hanna has extensive experience providing financial and investment advice to individuals, businesses, corporations, high-net-worth individuals, pension plans, and charitable organizations.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NC
04/29/2010 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (RALEIGH NC)
NC
10/14/2005 - 08/19/2008
WACHOVIA SECURITIES, LLC (RALEIGH NC)
IA
Issued 02/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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