Unclaimed
Hannah Louise Rogers is a registered representative and investment advisor representative with LPL Financial LLC. Hannah has been in the financial services industry since December 2021. Hannah is registered to conduct business in California. Hannah holds the Series 66, Series 7TO, and SIE licenses. Hannah has several years of experience in the financial services industry, having worked in a variety of roles including customer service, sales, and management. Hannah is committed to providing her clients with personalized financial advice and guidance. Hannah strives to help clients reach their financial goals through careful planning and investment strategies.
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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CA
04/22/2022 - Present
LPL Financial LLC (SAN DIEGO CA)
BOTH
Issued 04/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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