Unclaimed
Hanna Lee Wroblewski is an investment advisor representative at 49 Financial. Hanna is registered with the state of Kansas as an Investment Advisor Representative and has been in the industry since July of 2024. Hanna holds the Series 65 exam and has a specializations in financial planning, selection of other advisors, portfolio management for individuals, and portfolio management for businesses. Hanna also works as a fixed insurance agent, spending approximately 40 hours per month on this activity. Hanna is based in Austin, Texas.
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.
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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TX
08/12/2024 - Present
49 Financial (AUSTIN TX)
IA
Issued 08/12/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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