Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hannah? Claim Your ProfileHannah Jane Chavez is an Investment Advisor Representative associated with Financial Strategies, Inc., a firm based in Brookfield, WI. Hannah has been in the industry since 2017 and holds a Series 65 license. Hannah specializes in Financial Planning and Portfolio Management for Individuals. Hannah is registered with the state of Wisconsin and has been working with clients since 2017.
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.
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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WI
02/07/2020 - Present
Financial Strategies, Inc. (BROOKFIELD WI)
IA
Issued 02/07/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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