Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hanna? Claim Your ProfileHanna Elizabeth Bertrand is a registered representative of Independent Financial Group, LLC, licensed in Maryland. Hanna has been in the financial services industry since April 13, 2023. Hanna has passed the Series 7TO and SIE exams. Hanna specializes in Retirement Planning, Estate Planning, College Savings, and other Financial Planning needs.
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.
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MD
04/13/2023 - Present
Independent Financial Group, LLC (CHEVY CHASE MD)
BC
Issued 04/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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