Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hannah? Claim Your ProfileHannah Provost is a financial advisor registered with Osaic Wealth, Inc. She has been working in the financial industry since December 2014, and is currently registered in Colorado, Florida, Massachusetts, New York, and Texas. Hannah holds a Series 6, 7, 63, and 65 licenses and is also a Certified Financial Planner. Hannah's professional experience includes positions with LPL Financial, Securities America, Inc., and Invest Financial Corporation. Hannah is dedicated to providing financial planning and investment management services to a wide range of clients, including individuals, businesses, and non-profit organizations.
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.
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
NY
09/24/2024 - Present
Osaic Wealth, Inc. (PLATTSBURGH NY)
NY
12/13/2016 - 06/14/2024
SECURITIES AMERICA, INC. (PLATTSBURGH NY)
NY
10/01/2015 - 11/30/2016
INVEST FINANCIAL CORPORATION (PLATTSBURGH NY)
NY
12/06/2014 - 09/30/2015
LPL FINANCIAL LLC (PLATTSBURGH NY)
IA
Issued 04/30/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/06/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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