Unclaimed
Hannah Deaterly Menachem is a registered representative with Hamilton Lane Securities LLC in Conshohocken, PA. Hannah has been in the financial services industry since 2014. She is licensed to sell securities in Pennsylvania. Hannah holds the Series 6, Series 7, Series 63 and SIE licenses. Previously Hannah was registered with FIRST TRUST PORTFOLIOS L.P. and Vanguard Marketing Corporation.
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.
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.
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2
PA
05/20/2019 - Present
Hamilton Lane Securities LLC (CONSHOHOCKEN PA)
TX
10/09/2015 - 05/13/2019
FIRST TRUST PORTFOLIOS L.P. (Austin TX)
PA
07/24/2014 - 09/11/2015
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 08/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/24/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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