Unclaimed
Hannah Casabona is a financial advisor associated with Morgan Stanley. Hannah has been working in the financial industry since August 2021. Hannah is registered to provide investment advice in 37 states and the District of Columbia. Hannah holds the Series 66 and Series 7TO securities licenses. Hannah is registered with FINRA as a Registered Representative. Hannah is a registered Investment Advisor Representative in California and Texas. In addition to her current employment with Morgan Stanley, Hannah has prior experience with CETERA ADVISOR NETWORKS LLC.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
09/12/2023 - Present
Morgan Stanley (Beverly Hills CA)
CA
08/20/2021 - 08/30/2023
CETERA ADVISOR NETWORKS LLC (LOS ANGELES CA)
BOTH
Issued 01/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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