Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hannah? Claim Your ProfileHannah Elizabeth Near is a Certified Financial Planner™ professional with over 7 years of experience in the financial services industry. Hannah is currently registered with Dynamic Wealth Advisors, a firm headquartered in Phoenix, Arizona. Hannah specializes in providing financial planning and wealth management services to individuals, families, and businesses. Hannah is also a member of the Financial Planning Association® (FPA).
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.
Personalized portfolio management to meet individual financial objectives.
Model portfolio adviser services for third party program
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.
Asset-based and flat fees for model portfolio adviser services
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MI
01/06/2025 - Present
Dynamic Wealth Advisors (TRAVERSE CITY MI)
Active
Inactive
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