Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hannah? Claim Your ProfileHannah Enriquez is a financial professional with over 9 years of experience in the financial services industry. Hannah is registered with Cetera Investment Advisers LLC and holds both Series 66 and Series 63 licenses. Hannah has a proven track record of providing financial advice to individuals, families, and businesses. Hannah also holds Series 7 and SIE licenses. Hannah has worked with a number of firms including Fidelity Brokerage Services LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., and Charles Schwab & Co., Inc. Hannah is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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
IN
06/28/2024 - Present
Cetera Investment Advisers LLC (INDIANAPOLIS IN)
IN
03/30/2022 - 06/05/2024
FIDELITY BROKERAGE SERVICES LLC (INDIANAPOLIS IN)
IN
03/29/2019 - 03/07/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIANAPOLIS IN)
IN
04/03/2017 - 03/13/2019
UBS FINANCIAL SERVICES INC. (INDIANAPOLIS IN)
IN
01/27/2015 - 03/28/2017
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
BOTH
Issued 12/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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