Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hannah? Claim Your ProfileHannah Forer is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Hannah is also a registered investment advisor and has been in the industry for over 6 years. Hannah has a Series 66 license as well as Series 7 and SIE licenses. Hannah is registered in 48 states and the District of Columbia, and has been registered in Texas since January 25, 2018. Hannah works with a wide variety of clients, including individuals, high-net-worth individuals, corporations, and pension and profit sharing plans. Hannah provides a variety of services to her clients, including portfolio management, financial planning, and educational seminars. Hannah is committed to providing her clients with personalized service and helping 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
VA
01/24/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LEESBURG VA)
BOTH
Issued 01/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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