Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hannah? Claim Your ProfileHannah Forney is a financial advisor with J.p. Morgan Securities LLC, a firm with over $50 billion in assets under management. Hannah has been a financial advisor for almost 10 years and is registered in multiple states. Hannah is also a Certified Financial Planner. Hannah specializes in working with high-net-worth individuals, businesses, and retirement plans. In addition to her work at J.p. Morgan Securities LLC, Hannah is also an assistant treasurer for a preschool.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
OR
11/22/2023 - Present
J.p. Morgan Securities LLC (Portland OR)
OR
03/05/2019 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (Portland OR)
MN
11/01/2013 - 01/09/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EDINA MN)
BOTH
Issued 04/12/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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