Unclaimed
Hanna Lahood has been working in the financial services industry since August 1999. Hanna is currently registered with Morgan Stanley as a Registered Representative and Investment Adviser Representative. Hanna has a Series 66 license as well as Series 7, Series 31 and SIE licenses. Hanna is also registered as an investment adviser representative in several states. Hanna previously worked with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED from 1999 to 2012. Hanna has a wide range of experience in providing financial advice to individuals, corporations and institutions. Hanna is committed to providing her clients with personalized financial advice and helping them 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
GA
02/07/2014 - Present
Morgan Stanley (Atlanta GA)
GA
08/14/1999 - 06/26/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
BOTH
Issued 02/17/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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