Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hanna? Claim Your ProfileHanna Marie Johnson is a registered investment advisor representative with Fidelity Personal And Workplace Advisors in WESTLAKE, TX. Hanna is a licensed securities professional, having passed the Series 7, 63, and 66 exams. She has been working in the industry since August 5, 2020. In addition to her advisory work, Hanna also creates pet portraits. Hanna is registered to provide investment advice in 52 states, including Texas, where she is also registered as an Investment Advisor Representative. Hanna specializes in financial planning, retirement planning, and portfolio management. She is committed to providing her clients with personalized advice and guidance to help 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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
11/22/2021 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
BOTH
Issued 11/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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