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 Coleman is a financial advisor at LPL Financial LLC, located in Waterbury, CT. Hannah Jane Coleman holds a Series 7, Series 63 and Series 66 license and has been in the financial industry since 2023. Hannah Jane Coleman specializes in investment advice, financial planning, and portfolio management. Hannah Jane Coleman has experience with MetLife Investments Securities, LLC and Raven Capital Management LLC. Hannah Jane Coleman can help clients with a variety of financial needs, including retirement planning, college savings, and estate planning.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CT
07/16/2024 - Present
LPL Financial LLC (WATERBURY CT)
NY
10/17/2023 - 04/03/2024
METLIFE INVESTMENTS SECURITIES, LLC (New York NY)
BOTH
Issued 07/15/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/12/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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