Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hanna? Claim Your ProfileHanna Wexhler is a financial advisor with Fidelity Personal and Workplace Advisors. Hanna has been in the industry since January 24, 2018, and has passed several securities exams, including Series 7, 9, 10, 66, and SIE. Hanna is registered with the state of Oregon and other states including California, Texas, and Washington. Hanna previously worked at Hornor, Townsend & Kent, Inc. and is a registered representative with FINRA. Hanna is a licensed investment advisor representative in California and is qualified to provide financial planning, education seminars, and selection of other advisors.
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.
1
2
OR
08/10/2020 - Present
Fidelity Personal AND Workplace Advisors (PORTLAND OR)
OR
10/23/2017 - 03/30/2018
HORNOR, TOWNSEND & KENT, INC. (LAKE OSWEGO OR)
BOTH
Issued 12/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/16/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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