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 currently registered with Cetera Investment Advisers LLC and has previously held positions at Fidelity Brokerage Services LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., and Charles Schwab & Co., Inc. Hannah holds Series 7, 63, and 66 securities licenses and is also a registered Investment Advisor Representative in Indiana. Hannah provides financial planning and portfolio management services to individuals, businesses, and charitable organizations. Hannah is passionate about helping her clients 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 12/6/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/9/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/27/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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