Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hannah? Claim Your ProfileHannah Marie Turner is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Hannah is registered to provide investment advice in both Florida and Texas. Hannah has been working in the securities industry since 2014. Hannah holds the Series 7TO and SIE licenses, in addition to the Series 66. Hannah has been registered with the Securities and Exchange Commission (SEC) since 2024.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
05/30/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WINTER PARK FL)
BOTH
Issued 5/6/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/1/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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