Unclaimed
Hanna Lain Degen is a financial advisor currently registered with Raymond James & Associates, Inc., located in MEMPHIS, TN. Hanna has been in the industry since January 2022, previously with PIPER SANDLER & CO. in MINNEAPOLIS, MN. Hanna is licensed in several states including California, Florida, Georgia, Idaho, Maine, Michigan, Minnesota, Nevada, New York, North Carolina, South Carolina, Utah, and Wisconsin. Hanna offers a range of financial services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Please see note in schedule d - miscellaneous
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
TN
08/03/2023 - Present
Raymond James & Associates, Inc. (MEMPHIS TN)
MN
01/20/2022 - 08/15/2023
PIPER SANDLER & CO. (MINNEAPOLIS MN)
BC
Issued 05/24/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2024
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/09/2023
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 01/20/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/10/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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